Subscribe

Malibu Boats, Inc. (MBUU)

USD28.19 +1.52 (+5.70%)
US NASDAQ Consumer Cyclical Auto - Recreational Vehicles
Address 5075 Kimberly Way 37774
Loudon, TN, US
CEO Steven D. Menneto
IPO 2014-01-31
CIK 1590976 ISIN US56117J1007

Explore sections of this company profile

Description

Malibu Boats, Inc. is a company dedicated to the entire process of developing, producing, promoting, and selling a wide array of recreational powerboats. It manages its operations through three distinct divisions: Malibu, Saltwater Fishing, and Cobalt. The company offers diverse vessel types, including high-performance sport boats, sterndrive, and outboard models, marketed under respected brands such as Malibu, Axis, Pursuit, Maverick, Cobia, Pathfinder, Hewes, and Cobalt. These boats are designed for a variety of leisure pursuits, ranging from specialized watersports like wakeboarding, waterskiing, and wakesurfing, to general recreational cruising and fishing. Malibu Boats distributes its products through a vast network of independent dealers located across North America, Europe, Asia, the Middle East, South America, South Africa, and Australia/New Zealand. The company was founded in 1982 and is headquartered in Loudon, Tennessee.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD28.19 +1.52 (+5.70%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
366.3K
Beta
1.15
Float Shares
17.32M
Free Float %
93.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.43% +15.32% +16.41% -2.88% +11.76% +5.14% -9.10% -46.22% -61.85% +117.61% +67.10%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (16 ratings, all time) Buy
Price Targets & DCF
Current price
28.19
Low 30.00 +6.4%
Consensus 32.75 +16.2%
Median 32.50 +15.3%
High 36.00 +27.7%
DCF (Unlevered) 24.04 -14.7%
DCF (Levered) 37.53 +33.1%

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) 45% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 6 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
31.00
+10.0%
Last Quarter 2
30.50
+8.2%
Last Year 6
33.17
+17.7%
All Time 13
36.46
+29.3%
Quality scores
Altman Z-Score
2.26
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Auto - Recreational Vehicles: +5.0%
    -2.6% Q1'26: +3.1% (vs Q1'25)
  • EPS growth Auto - Recreational Vehicles: +30.4%
    +127.7% Q1'26: -119.7% (vs Q1'25)
  • FCF margin FCF growth · Auto - Recreational Vehicles: +135.6%
    +1.9% Q1'26: +6.6% (vs Q1'25)
  • EBIT margin Auto - Recreational Vehicles: +6.2%
    +2.7% Q1'26: -0.9% (vs Q1'25)
  • ROIC Auto - Recreational Vehicles: +4.4%
    +3.3% Q1'26: -1.1% (vs Q1'25)
  • Share dilution Auto - Recreational Vehicles: +0.3%
    -3.6% Q1'26: -2.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Auto - Recreational Vehicles: -0.65×
    0.42× Q1'26: 4.72× (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 (1.13) × ERP
WACC = 95% × Ke + 5% × Kd (7.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 23.92 Current price: 28.19
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 Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
2 Rev. Ana.
2 EPS Ana.
Jun 2027
2 Rev. Ana.
2 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
228.62M
est: 225.14M (+1.5%)
252.97M
est: 250.39M (+1.0%)
281.94M
est: 280.23M (+0.6%)
497.00M
est: 481.03M (+3.3%)
684.02M
est: 674.98M (+1.3%)
653.16M
est: 634.90M (+2.9%)
926.52M
est: 905.67M (+2.3%)
1.21B
est: 1.19B (+1.9%)
1.39B
est: 1.34B (+3.3%)
829.04M
est: 827.81M (+0.1%)
807.56M
est: 797.15M (+1.3%)
840.04M
823.87M – 856.21M
+5.4% YoY
974.54M
966.78M – 983.32M
+16.0% YoY
1.11B
1.10B – 1.12B
+14.2% YoY
EBITDA
37.72M
est: 25.58M (+47.4%)
46.21M
est: 28.45M (+62.4%)
51.68M
est: 31.84M (+62.3%)
90.68M
est: 54.65M (+65.9%)
114.22M
est: 76.69M (+48.9%)
106.00M
est: 98.95M (+7.1%)
183.60M
est: 98.55M (+86.3%)
240.15M
est: 167.09M (+43.7%)
173.17M
est: 183.61M (-5.7%)
-22.95M
est: 94.05M (-124.4%)
60.74M
est: 90.57M (-32.9%)
95.44M
93.61M – 97.28M
+5.4% YoY
110.72M
109.84M – 111.72M
+16.0% YoY
126.47M
125.47M – 127.61M
+14.2% YoY
EBIT
32.83M
est: 18.62M (+76.3%)
35.98M
est: 20.70M (+73.8%)
50.23M
est: 23.17M (+116.8%)
94.77M
est: 39.78M (+138.3%)
98.26M
est: 55.81M (+76.1%)
87.62M
est: 87.41M (+0.2%)
160.70M
est: 81.29M (+97.7%)
213.82M
est: 151.81M (+40.8%)
144.45M
est: 168.56M (-14.3%)
-55.94M
est: 68.45M (-181.7%)
22.15M
est: 65.92M (-66.4%)
69.46M
68.12M – 70.80M
+5.4% YoY
80.58M
79.94M – 81.31M
+16.0% YoY
92.05M
91.31M – 92.87M
+14.2% YoY
Net Income
14.66M
est: 21.62M (-32.2%)
18.04M
est: 22.71M (-20.6%)
28.36M
est: 30.43M (-6.8%)
27.61M
est: 47.94M (-42.4%)
66.07M
est: 71.56M (-7.7%)
61.56M
est: 59.76M (+3.0%)
109.84M
est: 59.66M (+84.1%)
157.63M
est: 112.84M (+39.7%)
104.51M
est: 89.89M (+16.3%)
-55.91M
est: 39.93M (-240.0%)
14.88M
est: 31.10M (-52.2%)
26.63M
25.00M – 28.25M
-14.4% YoY
41.17M
38.16M – 44.18M
+54.6% YoY
52.20M
51.84M – 52.99M
+26.8% YoY
SGA
26.82M
est: 25.47M (+5.3%)
28.73M
est: 28.33M (+1.4%)
33.40M
est: 31.70M (+5.4%)
45.08M
est: 54.42M (-17.2%)
62.20M
est: 76.37M (-18.5%)
57.83M
est: 52.52M (+10.1%)
79.46M
est: 55.78M (+42.4%)
89.27M
est: 79.16M (+12.8%)
199.70M
est: 80.30M (+148.7%)
99.11M
est: 93.66M (+5.8%)
115.53M
est: 90.19M (+28.1%)
95.04M
93.21M – 96.87M
+5.4% YoY
110.26M
109.38M – 111.25M
+16.0% YoY
125.94M
124.94M – 127.07M
+14.2% YoY
EPS
0.93
est: 1.10 (-15.3%)
1.01
est: 1.15 (-12.4%)
1.59
est: 1.55 (+2.9%)
1.37
est: 2.43 (-43.7%)
3.17
est: 3.63 (-12.8%)
2.98
est: 3.02 (-1.2%)
5.29
est: 5.80 (-8.8%)
7.60
est: 7.77 (-2.2%)
5.10
est: 8.52 (-40.1%)
-2.74
est: 2.02 (-235.5%)
0.76
est: 1.57 (-51.7%)
1.35
1.27 – 1.43
-14.1% YoY
2.09
1.94 – 2.24
+54.6% YoY
2.66
2.63 – 2.69
+27.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 Truist Securities Hold Hold Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 4/5 2/5 4/5 3/5 2/5 4/5
2026-05-06 B+ 3/5 4/5 2/5 4/5 3/5 2/5 4/5
2026-05-05 B+ 3/5 4/5 2/5 4/5 3/5 2/5 4/5
2026-05-04 B+ 3/5 4/5 2/5 4/5 3/5 2/5 4/5
2026-05-01 B+ 3/5 4/5 2/5 4/5 3/5 2/5 4/5
2026-04-30 B+ 3/5 4/5 2/5 4/5 3/5 2/5 4/5
2026-04-29 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-28 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-27 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-24 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-23 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-22 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-21 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-20 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-17 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-04-16 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
52.24M
OE per share TTM
2.71
Owner's Yield
10.73%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
18.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
23
Total invested
65.30M
Insider transactions (90d)
1
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Macquarie Group Limited 2.12M 10.16% HC 2022-02-14
2 Macquarie Bank Limited 2.09M 10.01% CO Sydney, New South Wales Australia 2021-07-09
3 Macquarie Investment Management Business Trust 2.04M 9.80% 2.03M 2.03M IA 2022-02-14
4 Macquarie Management Holdings Inc. 2.04M 9.80% 2.03M 2.03M HC 2022-02-14
5 Lord, Abbett & Co. LLC 1.64M 7.92% 1.49M 1.64M IA Delaware 2021-02-12
6 (1) BlackRock, Inc. 1.62M 7.80% 1.56M 1.62M HC Delaware 2022-02-03
7 Wellington Group Holdings LLP 1.48M 7.39% 1.33M HC Massachusetts 2024-11-08
8 Wellington Investment Advisors Holdings LLP 1.48M 7.39% 1.33M HC Massachusetts 2024-11-08
9 Wellington Management Group LLP 1.48M 7.39% 1.33M HC Massachusetts 2024-11-08
10 Wellington Management Company LLP 1.42M 7.08% 1.28M IA Massachusetts 2024-11-08
11 American Century Investment Management, Inc. 1.36M 6.51% 1.33M 1.36M IA Delaware 2022-02-04
12 Stowers Institute for Medical Research 1.36M 6.51% 1.33M 1.36M Delaware 2022-02-04
13 Cooke & Bieler L.P. 1.33M 6.70% 1.07M IA Pennsylvania 2024-11-14
14 Macquarie Investment Management Holdings Inc. 1.17M 5.85% 1.16M 1.16M HC 2021-02-12
15 30-0447847 1.09M 5.50% 1.07M 1.09M IA Delaware 2024-10-31
16 Ivy Investment Management Company 76.1K 0.36% 76.1K 76.1K IA 2022-02-14
17 Lord, Abbett & Co. LLC 18.7K 0.09% 18.7K 18.7K IA Delaware 2022-02-11
18 Macquarie Investment Management Group Limited 292.00 0.00% 292.00 292.00 CO 2022-02-14
19 95-1411037 13.00 5.10% 1.04M 1.04M IA Delaware 2023-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
23
-123 vs prev Q
New positions
1
Closed positions
121
Increased
9
Reduced
7
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 991.9K +991.9K (+100.0%) 27.98B +28.0B (+100.0%) 5.19% +5.189 pp 0.04% +0.042 pp USD28.21 +0.0% 1 qtrs NEW
2 PZENA INVESTMENT MANAGEMENT LLC 1.72M +41.7K (+2.5%) 48.58M -5.9M (-10.9%) 9.01% +0.313 pp 0.15% -0.031 pp USD33.64 -16.1% 7 qtrs
3 WELLINGTON MANAGEMENT GROUP LLP 1.69M +359.6K (+27.1%) 47.62M +4.5M (+10.5%) 8.83% +1.956 pp 0.01% +0.001 pp USD35.75 -21.1% 10 qtrs
4 COOKE & BIELER LP 1.57M +23.3K (+1.5%) 44.22M -5.9M (-11.8%) 8.20% +0.209 pp 0.46% -0.056 pp USD46.80 -39.7% 38 qtrs
5 BLACKROCK, INC. 1.45M -24.8K (-1.7%) 40.78M -6.9M (-14.5%) 7.56% -0.047 pp 0.00% 0.000 pp USD38.81 -27.3% 6 qtrs
6 TWIN LIONS MANAGEMENT LLC 1.14M +86.0K (+8.2%) 32.10M -2.0M (-6.0%) 5.95% +0.509 pp 21.65% -0.805 pp USD33.84 -16.6% 5 qtrs
7 VANGUARD GROUP INC 1.13M -23.1K (-2.0%) 31.93M -5.5M (-14.8%) 5.92% -0.056 pp 0.00% 0.000 pp USD32.61 -13.5% 48 qtrs
8 DIMENSIONAL FUND ADVISORS LP 914.4K -68.0K (-6.9%) 25.80M -6.1M (-19.1%) 4.78% -0.300 pp 0.01% -0.001 pp USD35.41 -20.3% 42 qtrs
9 LODGE HILL CAPITAL, LLC 905.0K +20.0K (+2.3%) 25.53M -3.2M (-11.1%) 4.73% +0.155 pp 4.82% -0.306 pp USD34.60 -18.5% 7 qtrs
10 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 665.4K +159.7K (+31.6%) 18.77M +2.4M (+14.4%) 3.48% +0.864 pp 0.10% +0.011 pp USD44.39 -36.4% 22 qtrs
11 CAPITAL WORLD INVESTORS 605.3K -344.5K (-36.3%) 17.07M -13.7M (-44.6%) 3.17% -1.748 pp 0.00% -0.002 pp USD53.17 -46.9% 15 qtrs
12 AMERICAN CENTURY COMPANIES INC 523.9K -26.7K (-4.8%) 14.78M -3.1M (-17.3%) 2.74% -0.109 pp 0.01% -0.002 pp USD59.30 -52.4% 48 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 453.0K -1.9K (-0.4%) 12.78M -2.0M (-13.4%) 2.37% +0.016 pp 0.00% 0.000 pp USD40.76 -30.8% 48 qtrs
14 STATE STREET CORP 445.5K -4.3K (-1.0%) 12.57M -2.0M (-13.9%) 2.33% +0.003 pp 0.00% 0.000 pp USD31.26 -9.8% 48 qtrs
15 JANUS HENDERSON GROUP PLC 438.2K +23.0K (+5.5%) 12.36M -1.1M (-8.2%) 2.29% +0.144 pp 0.01% -0.001 pp USD37.05 -23.9% 21 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 429.7K +85.4K (+24.8%) 12.12M +949.9K (+8.5%) 2.25% +0.466 pp 0.00% +0.000 pp USD35.95 -21.5% 47 qtrs
17 MORGAN STANLEY 341.3K +43.8K (+14.7%) 9.63M -27.6K (-0.3%) 1.79% +0.246 pp 0.00% +0.000 pp USD37.50 -24.8% 48 qtrs
18 AMERIPRISE FINANCIAL INC 314.1K +3.7K (+1.2%) 8.86M -1.2M (-12.0%) 1.64% +0.037 pp 0.00% 0.000 pp USD34.45 -18.1% 48 qtrs
19 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 279.4K -216.6K (-43.7%) 7.88M -8.2M (-51.0%) 1.46% -1.105 pp 0.02% -0.025 pp USD42.11 -33.0% 14 qtrs
20 SCHRODER INVESTMENT MANAGEMENT GROUP 264.0K -7.4K (-2.7%) 7.54M -1.2M (-14.2%) 1.38% -0.023 pp 0.01% -0.001 pp USD35.06 -19.5% 5 qtrs
21 OBERWEIS ASSET MANAGEMENT INC/ 244.1K +5.9K (+2.5%) 6.89M -843.5K (-10.9%) 1.28% +0.044 pp 0.25% -0.044 pp USD35.47 -20.5% 5 qtrs
22 BANK OF AMERICA CORP /DE/ 237.3K -94.9K (-28.6%) 6.69M -4.1M (-37.9%) 1.24% -0.478 pp 0.00% 0.000 pp USD42.43 -33.5% 47 qtrs
23 ATOM INVESTORS LP 186.1K +18.4K (+11.0%) 5.25M -191.6K (-3.5%) 0.97% +0.106 pp 0.42% +0.004 pp USD33.45 -15.7% 7 qtrs
24 FMR LLC 176.1K -837.0 (-0.5%) 4.97M -773.7K (-13.5%) 0.92% +0.006 pp 0.00% +0.000 pp USD40.66 -30.6% 48 qtrs
25 NORTHERN TRUST CORP 161.1K -14.4K (-8.2%) 4.55M -1.1M (-20.2%) 0.84% -0.065 pp 0.00% 0.000 pp USD23.94 +17.8% 48 qtrs
26 MEROS INVESTMENT MANAGEMENT, LP 157.9K +22.8K (+16.9%) 4.45M +69.9K (+1.6%) 0.83% +0.127 pp 1.77% -0.105 pp USD35.83 -21.3% 6 qtrs
27 GOLDMAN SACHS GROUP INC 140.2K -12.5K (-8.2%) 3.95M -998.5K (-20.2%) 0.73% -0.057 pp 0.00% 0.000 pp USD36.93 -23.6% 43 qtrs
28 DE LISLE PARTNERS LLP 116.5K +— (+0.0%) 3.28M -497.7K (-13.2%) 0.61% +0.007 pp 0.42% -0.042 pp USD42.50 -33.6% 8 qtrs
29 UBS GROUP AG 94.5K +37.0K (+64.3%) 2.67M +800.0K (+42.9%) 0.49% +0.197 pp 0.00% +0.000 pp USD32.70 -13.7% 45 qtrs
30 TWO SIGMA INVESTMENTS, LP 93.2K +36.6K (+64.6%) 2.63M +792.0K (+43.1%) 0.49% +0.195 pp 0.00% +0.001 pp USD30.70 -8.1% 3 qtrs
31 RAYMOND JAMES FINANCIAL INC 82.8K -5.6K (-6.3%) 2.33M -532.9K (-18.6%) 0.43% -0.024 pp 0.00% 0.000 pp USD37.59 -25.0% 5 qtrs
32 BANK OF NEW YORK MELLON CORP 77.7K -299.2K (-79.4%) 2.19M -10.0M (-82.1%) 0.41% -1.544 pp 0.00% -0.002 pp USD38.00 -25.8% 48 qtrs
33 VILLANOVA INVESTMENT MANAGEMENT CO LLC 56.5K +233.0 (+0.4%) 1.60M -232.2K (-12.7%) 0.30% +0.004 pp 1.12% -0.142 pp USD32.39 -12.9% 7 qtrs
34 INVESCO LTD. 53.1K +432.0 (+0.8%) 1.50M -211.0K (-12.4%) 0.28% +0.005 pp 0.00% +0.000 pp USD48.04 -41.3% 36 qtrs
35 HOMESTEAD ADVISERS CORP 48.2K +— (+0.0%) 1.36M -204.4K (-13.1%) 0.25% +0.003 pp 0.04% -0.001 pp USD56.46 -50.0% 17 qtrs
36 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 47.0K +47.0K (+100.0%) 1.33M +1.3M (+100.0%) 0.25% +0.246 pp 0.34% +0.340 pp USD28.21 +0.0% 1 qtrs NEW
37 CITADEL ADVISORS LLC 46.9K -6.2K (-11.7%) 1.32M -400.6K (-23.2%) 0.25% -0.030 pp 0.00% 0.000 pp USD33.70 -16.3% 48 qtrs
38 WELLS FARGO & COMPANY/MN 46.6K +28.1K (+151.4%) 1.31M +713.2K (+118.6%) 0.24% +0.148 pp 0.00% +0.000 pp USD34.24 -17.6% 48 qtrs
39 BARCLAYS PLC 46.4K -506.0 (-1.1%) 1.31M -511.6K (-28.1%) 0.24% +0.000 pp 0.00% 0.000 pp USD42.69 -33.9% 48 qtrs
40 UBS ASSET MANAGEMENT AMERICAS INC 44.8K +7.4K (+19.6%) 1.26M +48.7K (+4.0%) 0.23% +0.041 pp 0.00% +0.000 pp USD36.43 -22.6% 38 qtrs
41 SEI INVESTMENTS CO 43.7K +31.9K (+269.7%) 1.23M +848.8K (+221.3%) 0.23% +0.167 pp 0.00% +0.001 pp USD30.07 -6.2% 23 qtrs
42 AQR CAPITAL MANAGEMENT LLC 40.8K +15.7K (+62.3%) 1.15M +335.5K (+41.1%) 0.21% +0.083 pp 0.00% +0.000 pp USD32.09 -12.1% 34 qtrs
43 NUVEEN, LLC 40.7K +— (+0.0%) 1.15M -172.6K (-13.1%) 0.21% +0.002 pp 0.00% +0.000 pp USD30.68 -8.1% 4 qtrs
44 D. E. SHAW & CO., INC. 38.0K -11.1K (-22.7%) 1.07M -522.3K (-32.8%) 0.20% -0.056 pp 0.00% 0.000 pp USD38.99 -27.6% 21 qtrs
45 TWO SIGMA ADVISERS, LP 37.7K +800.0 (+2.2%) 1.06M -133.9K (-11.2%) 0.20% +0.006 pp 0.00% 0.000 pp USD32.11 -12.1% 3 qtrs
46 SWISS NATIONAL BANK 37.5K +— (+0.0%) 1.06M -159.0K (-13.1%) 0.20% +0.002 pp 0.00% 0.000 pp USD43.46 -35.1% 27 qtrs
47 RENAISSANCE TECHNOLOGIES LLC 37.3K -13.4K (-26.4%) 1.05M -593.0K (-36.0%) 0.20% -0.067 pp 0.00% -0.001 pp USD37.24 -24.2% 43 qtrs
48 EXCHANGE TRADED CONCEPTS, LLC 35.7K +3.8K (+11.8%) 1.01M -28.7K (-2.8%) 0.19% +0.022 pp 0.01% -0.001 pp USD37.68 -25.1% 18 qtrs
49 BERKSHIRE ASSET MANAGEMENT LLC/PA 31.7K +8.2K (+35.3%) 892.8K +133.5K (+17.6%) 0.17% +0.045 pp 0.04% +0.007 pp USD33.56 -15.9% 5 qtrs
50 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 30.0K +— (+0.0%) 847.6K -127.4K (-13.1%) 0.16% +0.002 pp 0.00% 0.000 pp USD30.73 -8.2% 4 qtrs
51 JANE STREET GROUP, LLC 30.0K +23.1K (+331.8%) 846.6K +621.1K (+275.3%) 0.16% +0.122 pp 0.00% +0.000 pp USD29.81 -5.4% 15 qtrs
52 TRUFFLE HOUND CAPITAL, LLC 30.0K +16.0K (+114.3%) 846.3K +392.0K (+86.3%) 0.16% +0.085 pp 0.22% +0.093 pp USD30.19 -6.6% 2 qtrs
53 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 27.0K -25.6K (-48.7%) 761.2K -945.3K (-55.4%) 0.14% -0.131 pp 0.00% -0.001 pp USD32.45 -13.1% 2 qtrs
54 QUANTINNO CAPITAL MANAGEMENT LP 26.5K +7.1K (+36.9%) 747.2K +119.5K (+19.0%) 0.14% +0.039 pp 0.00% 0.000 pp USD30.93 -8.8% 3 qtrs
55 RHUMBLINE ADVISERS 26.3K -2.7K (-9.3%) 742.6K -199.4K (-21.2%) 0.14% -0.013 pp 0.00% 0.000 pp USD37.60 -25.0% 43 qtrs
56 XTX TOPCO LTD 25.5K +25.5K (+100.0%) 718.1K +718.1K (+100.0%) 0.13% +0.133 pp 0.02% +0.019 pp USD28.21 +0.0% 3 qtrs
57 JPMORGAN CHASE & CO 25.4K +14.5K (+132.6%) 717.7K +362.8K (+102.2%) 0.13% +0.077 pp 0.00% +0.000 pp USD31.32 -9.9% 48 qtrs
58 DEAN INVESTMENT ASSOCIATES, LLC 24.4K -97.1K (-79.9%) 687.3K -3.3M (-82.6%) 0.13% -0.501 pp 0.10% -0.455 pp USD36.08 -21.8% 10 qtrs
59 FIRST TRUST ADVISORS LP 23.9K -490.0 (-2.0%) 675.4K -117.4K (-14.8%) 0.13% -0.001 pp 0.00% 0.000 pp USD45.47 -38.0% 26 qtrs
60 SG AMERICAS SECURITIES, LLC 22.2K +2.6K (+13.0%) 628.0K -11.0K (-1.7%) 0.12% +0.015 pp 0.00% -0.001 pp USD32.40 -12.9% 14 qtrs
61 ALLIANCEBERNSTEIN L.P. 22.0K -2.4K (-9.8%) 620.1K -171.1K (-21.6%) 0.12% -0.011 pp 0.00% 0.000 pp USD36.60 -22.9% 35 qtrs
62 SG CAPITAL MANAGEMENT LLC 20.0K +20.0K (+100.0%) 564.2K +564.2K (+100.0%) 0.10% +0.105 pp 0.05% +0.054 pp USD28.21 +0.0% 1 qtrs NEW
63 ENVESTNET ASSET MANAGEMENT INC 19.8K -3.1K (-13.7%) 559.3K -186.1K (-25.0%) 0.10% -0.015 pp 0.00% +0.000 pp USD46.14 -38.9% 28 qtrs
64 QUEST PARTNERS LLC 19.4K +4.2K (+27.6%) 546.3K +53.9K (+11.0%) 0.10% +0.023 pp 0.03% -0.002 pp USD31.53 -10.5% 2 qtrs
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 18.4K -39.0 (-0.2%) 518.3K -79.2K (-13.3%) 0.10% +0.001 pp 0.00% 0.000 pp USD23.78 +18.6% 48 qtrs
66 CENTERBOOK PARTNERS LP 18.2K +18.2K (+100.0%) 512.8K +512.8K (+100.0%) 0.10% +0.095 pp 0.03% +0.025 pp USD28.21 +0.0% 1 qtrs NEW
67 BALYASNY ASSET MANAGEMENT L.P. 17.9K -8.7K (-32.8%) 505.0K -358.9K (-41.5%) 0.09% -0.044 pp 0.00% -0.001 pp USD32.45 -13.1% 2 qtrs
68 JACOBS LEVY EQUITY MANAGEMENT, INC 17.0K +17.0K (+100.0%) 480.7K +480.7K (+100.0%) 0.09% +0.089 pp 0.00% +0.002 pp USD28.21 +0.0% 1 qtrs NEW
69 DEAN CAPITAL MANAGEMENT 16.6K -83.7K (-83.5%) 467.9K -2.8M (-85.6%) 0.09% -0.423 pp 0.20% -1.070 pp USD34.72 -18.8% 10 qtrs
70 LEGAL & GENERAL GROUP PLC 16.1K -4.1K (-20.2%) 454.9K -200.5K (-30.6%) 0.08% -0.020 pp 0.00% +0.000 pp USD53.56 -47.3% 40 qtrs
71 DEUTSCHE BANK AG\ 15.7K +778.0 (+5.2%) 443.3K -41.4K (-8.5%) 0.08% +0.005 pp 0.00% +0.000 pp USD43.25 -34.8% 43 qtrs
72 PRICE T ROWE ASSOCIATES INC /MD/ 15.3K +1.1K (+8.0%) 433.0K -28.0K (-6.1%) 0.08% +0.007 pp 0.00% +0.000 pp USD46.26 -39.0% 31 qtrs
73 TEACHER RETIREMENT SYSTEM OF TEXAS 15.2K +4.6K (+44.0%) 428.0K +86.1K (+25.2%) 0.08% +0.025 pp 0.00% +0.000 pp USD31.15 -9.4% 2 qtrs
74 GROUP ONE TRADING, L.P. 12.7K +12.7K (+100.0%) 357.8K +357.8K (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD28.21 +0.0% 1 qtrs NEW
75 FRANKLIN RESOURCES INC 12.3K -23.0 (-0.2%) 348.2K -53.1K (-13.2%) 0.06% +0.001 pp 0.00% +0.000 pp USD54.96 -48.7% 11 qtrs
76 ENGINEERS GATE MANAGER LP 12.3K +12.3K (+100.0%) 346.1K +346.1K (+100.0%) 0.06% +0.064 pp 0.00% +0.004 pp USD28.21 +0.0% 1 qtrs NEW
77 METLIFE INVESTMENT MANAGEMENT, LLC 11.6K +— (+0.0%) 326.2K -49.0K (-13.1%) 0.06% +0.001 pp 0.00% 0.000 pp USD39.10 -27.9% 33 qtrs
78 US BANCORP \DE\ 11.5K -52.0 (-0.5%) 324.0K -50.4K (-13.5%) 0.06% +0.000 pp 0.00% 0.000 pp USD38.54 -26.8% 23 qtrs
79 CULLEN CAPITAL MANAGEMENT, LLC 11.3K +— (+0.0%) 318.2K -47.8K (-13.1%) 0.06% +0.001 pp 0.00% -0.001 pp USD38.60 -26.9% 6 qtrs
80 STATE OF WYOMING 10.5K +2.9K (+38.8%) 295.5K +50.6K (+20.7%) 0.05% +0.016 pp 0.03% +0.004 pp USD30.47 -7.4% 3 qtrs
81 CREATIVE PLANNING 10.4K -3.4K (-24.5%) 292.5K -153.4K (-34.4%) 0.05% -0.017 pp 0.00% 0.000 pp USD35.23 -19.9% 6 qtrs
82 STATE OF WISCONSIN INVESTMENT BOARD 10.2K -699.0 (-6.4%) 287.3K -65.9K (-18.6%) 0.05% -0.003 pp 0.00% 0.000 pp USD33.69 -16.3% 10 qtrs
83 LEGATO CAPITAL MANAGEMENT LLC 8.8K -54.0K (-86.0%) 247.1K -1.8M (-87.9%) 0.05% -0.279 pp 0.02% -0.201 pp USD35.22 -19.9% 10 qtrs
84 UNISON ADVISORS LLC 8.7K +— (+0.0%) 246.7K -37.1K (-13.1%) 0.05% +0.001 pp 0.02% -0.004 pp USD58.66 -51.9% 11 qtrs
85 AQUATIC CAPITAL MANAGEMENT LLC 8.7K +8.7K (+100.0%) 245.2K +245.2K (+100.0%) 0.05% +0.046 pp 0.01% +0.007 pp USD28.21 +0.0% 16 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 8.6K +7.0 (+0.1%) 242.4K -36.2K (-13.0%) 0.04% +0.001 pp 0.00% 0.000 pp USD34.23 -17.6% 7 qtrs
87 MQS MANAGEMENT LLC 8.3K +8.3K (+100.0%) 233.0K +233.0K (+100.0%) 0.04% +0.043 pp 0.14% +0.137 pp USD28.21 +0.0% 1 qtrs NEW
88 INTECH INVESTMENT MANAGEMENT LLC 7.4K -409.0 (-5.2%) 209.3K -44.7K (-17.6%) 0.04% -0.002 pp 0.00% 0.000 pp USD35.46 -20.4% 5 qtrs
89 ROYAL BANK OF CANADA 7.4K -22.2K (-75.1%) 208.0K -751.0K (-78.3%) 0.04% -0.114 pp 0.00% 0.000 pp USD29.89 -5.6% 46 qtrs
90 NEW YORK STATE COMMON RETIREMENT FUND 6.1K +— (+0.0%) 171.3K -25.7K (-13.1%) 0.03% +0.000 pp 0.00% +0.000 pp USD41.96 -32.8% 43 qtrs
91 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 6.0K +— (+0.0%) 170.1K -25.6K (-13.1%) 0.03% +0.000 pp 0.00% 0.000 pp USD45.91 -38.6% 27 qtrs
92 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.2K +— (+0.0%) 147.3K -22.1K (-13.1%) 0.03% +0.000 pp 0.00% 0.000 pp USD36.48 -22.7% 5 qtrs
93 CENTRAL PACIFIC BANK - TRUST DIVISION 4.6K +1.2K (+36.0%) 130.3K +20.1K (+18.3%) 0.02% +0.007 pp 0.02% +0.003 pp USD39.11 -27.9% 8 qtrs
94 BNP PARIBAS ARBITRAGE, SNC 4.3K +349.0 (+8.9%) 120.7K -6.8K (-5.3%) 0.02% +0.002 pp 0.00% +0.000 pp USD38.18 -26.1% 47 qtrs
95 KLP KAPITALFORVALTNING AS 4.0K +— (+0.0%) 112.8K -17.0K (-13.1%) 0.02% +0.000 pp 0.00% 0.000 pp USD37.59 -25.0% 5 qtrs
96 JONES FINANCIAL COMPANIES LLLP 3.8K +494.0 (+14.9%) 107.3K -3.0K (-2.8%) 0.02% +0.003 pp 0.00% +0.000 pp USD30.82 -8.5% 5 qtrs
97 CI PRIVATE WEALTH, LLC 13.0K +13.0K (+100.0%) 35.3K +35.3K (+100.0%) 0.07% +0.068 pp 0.00% +0.000 pp USD28.21 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 87 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acquirers Small and Micro Deep Value ETF DEEP 0.97% 266.3K 0.80%
2 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.10% 1.72M 0.47%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.06% 583.4K 0.20%
4 Avantis U.S. Small Cap Value ETF AVUV 0.05% 15.47M 0.25%
5 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.05% 5.6K 0.29%
6 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.05% 4.31M 0.25%
7 WisdomTree U.S. SmallCap Fund EES 0.05% 327.7K 0.38%
8 Dimensional - US Small Cap Value ETF DFSV 0.04% 2.87M 0.30%
9 iShares Russell 2000 Value ETF IWN 0.04% 5.03M 0.24%
10 Vanguard Russell 2000 Value ETF VTWV 0.03% 403.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
1.20
Neutral
Buys
2
Sells
4
Shares acquired
1.5K
Shares disposed
1.3K
Cash buys
Cash sales
Net activity
+259
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
2026-05-06 Black David Scott Officer F-InKind D Class A Common Stock 107 25.00 2.7K 27,331 D
2026-04-01 Lanigan Mark W. Director A-Award A Class A Common Stock 780 25.92 20.2K 84,523 D
2026-04-01 Connolly Michael Director A-Award A Class A Common Stock 761 25.92 19.7K 61,243 D
2026-01-02 Lanigan Mark W. Director A-Award A Class A Common Stock 732 28.21 20.6K 83,743 D
2026-01-02 Connolly Michael Director A-Award A Class A Common Stock 714 28.21 20.1K 60,482 D
2025-11-26 Menneto Steven Director / Officer A-Award A Class A Common Stock 33,287 0.00 87,835 D
2025-11-21 Black David Scott Officer A-Award A Class A Common Stock 7,521 0.00 27,438 D
2025-11-13 Black David Scott Officer A-Award A Class A Common Stock 3,929 0.00 19,917 D
2025-11-06 Menneto Steven Director / Officer F-InKind D Class A Common Stock 965 27.82 26.8K 54,548 D
2025-11-06 Beckman Bruce W. Officer F-InKind D Class A Common Stock 302 27.82 8.4K 16,779 D
2025-10-24 TAYLOR NANCY M Director A-Award A Class A Common Stock 3,186 0.00 9,588 D
2025-10-24 MURPHY PETER E Director A-Award A Class A Common Stock 3,186 0.00 37,343 D
2025-10-24 Lanigan Mark W. Director A-Award A Class A Common Stock 3,186 0.00 83,011 D
2025-10-24 Hooks Michael K. Director A-Award A Class A Common Stock 3,186 0.00 68,726 D
2025-10-24 Cook Melanie K. Director A-Award A Class A Common Stock 3,186 0.00 4,305 D
2025-10-24 Connolly Michael Director A-Award A Class A Common Stock 3,186 0.00 59,768 D
2025-10-24 Chhina Ivar S. Director A-Award A Class A Common Stock 3,186 0.00 36,643 D
2025-10-24 Buch James R. Director A-Award A Class A Common Stock 3,186 0.00 36,643 D
2025-10-01 Lanigan Mark W. Director A-Award A Class A Common Stock 636 32.45 20.6K 79,825 D
2025-10-01 Connolly Michael Director A-Award A Class A Common Stock 621 32.45 20.2K 56,582 D
2025-08-05 Menneto Steven Director / Officer F-InKind D Class A Common Stock 10,474 33.27 348.5K 55,513 D
2025-07-01 Lanigan Mark W. Director A-Award A Class A Common Stock 652 31.34 20.4K 79,189 D
2025-07-01 Connolly Michael Director A-Award A Class A Common Stock 636 31.34 19.9K 55,961 D
2025-06-24 Cook Melanie K. Director 0 0.00 0
2025-04-01 Lanigan Mark W. Director A-Award A Class A Common Stock 659 30.68 20.2K 78,537 D
2025-04-01 Connolly Michael Director A-Award A Class A Common Stock 642 30.68 19.7K 55,325 D
2025-01-02 Lanigan Mark W. Director A-Award A Class A Common Stock 549 37.59 20.6K 77,878 D
2025-01-02 Connolly Michael Director A-Award A Class A Common Stock 536 37.59 20.1K 54,683 D
2024-11-27 Beckman Bruce W. Officer F-InKind D Class A Common Stock 1,257 42.15 53.0K 17,081 D
2024-11-06 Anderson Ritchie L. Officer F-InKind D Class A Common Stock 352 43.80 15.4K 144,108 D
2024-11-05 TAYLOR NANCY M Director A-Award A Class A Common Stock 2,846 0.00 6,402 D
2024-11-05 STOKELY JOHN E Director A-Award A Class A Common Stock 2,846 0.00 33,457 D
2024-11-05 MURPHY PETER E Director A-Award A Class A Common Stock 2,846 0.00 34,157 D
2024-11-05 Lanigan Mark W. Director A-Award A Class A Common Stock 2,846 0.00 77,329 D
2024-11-05 Hooks Michael K. Director A-Award A Class A Common Stock 2,846 0.00 65,540 D
2024-11-05 Connolly Michael Director A-Award A Class A Common Stock 2,846 0.00 54,147 D
2024-11-05 Chhina Ivar S. Director A-Award A Class A Common Stock 2,846 0.00 33,457 D
2024-11-05 Buch James R. Director A-Award A Class A Common Stock 2,846 0.00 33,457 D
2024-11-04 Menneto Steven Director / Officer A-Award A Class A Common Stock 7,560 0.00 65,987 D
2024-11-04 Beckman Bruce W. Officer A-Award A Class A Common Stock 4,961 0.00 18,338 D
2024-11-04 Anderson Ritchie L. Officer A-Award A Class A Common Stock 9,450 0.00 144,460 D
2024-10-01 Lanigan Mark W. Director A-Award A Class A Common Stock 532 38.81 20.6K 74,483 D
2024-10-01 Hooks Michael K. Director A-Award A Class A Common Stock 690 38.81 26.8K 62,694 D
2024-08-05 Menneto Steven Officer A-Award A Class A Common Stock 58,427 0.00 58,427
2024-07-01 Lanigan Mark W. Director A-Award A Class A Common Stock 583 35.04 20.4K 73,951
2024-07-01 Hooks Michael K. Director / Officer A-Award A Class A Common Stock 747 35.04 26.2K 62,004
2024-05-06 Lanigan Mark W. Director P-Purchase A Class A Common Stock 20,000 33.43 668.6K 73,368
2024-04-01 Lanigan Mark W. Director A-Award A Class A Common Stock 472 43.28 20.4K 53,368
2024-04-01 Hooks Michael K. Director / Officer A-Award A Class A Common Stock 612 43.28 26.5K 61,257
2024-02-22 Hooks Michael K. Director / Officer P-Purchase A Class A Common Stock 12,500 42.82 535.3K 12,500
2024-02-20 Hooks Michael K. Director / Officer A-Award A Class A Common Stock 5,330 0.00 60,645
2024-02-20 Anderson Ritchie L. Officer A-Award A Class A Common Stock 92,699 0.00 135,010
2024-01-02 Lanigan Mark W. Director A-Award A Class A Common Stock 377 54.82 20.7K 52,896
2024-01-02 Hooks Michael K. Director A-Award A Class A Common Stock 491 54.82 26.9K 55,315
2023-11-27 Beckman Bruce W. Officer A-Award A Class A Common Stock 13,377 0.00 13,377
2023-11-08 Black David Scott Officer S-Sale D Class A Common Stock 631 43.40 27.4K 3,162
2023-11-07 Anderson Ritchie L. Officer S-Sale D Class A Common Stock 11,551 44.22 510.8K 44,120
2023-11-06 Springer Jackie D. Jr. Director / Officer F-InKind D Class A Common Stock 2,184 46.65 101.9K 123,156
2023-11-06 Black David Scott Officer A-Award A Class A Common Stock 2,162 0.00 3,793
2023-11-06 Anderson Ritchie L. Officer F-InKind D Class A Common Stock 352 46.65 16.4K 42,986
2023-10-26 TAYLOR NANCY M Director A-Award A Class A Common Stock 2,426 0.00 3,556
2023-10-26 STOKELY JOHN E Director A-Award A Class A Common Stock 2,426 0.00 30,611
2023-10-26 MURPHY PETER E Director A-Award A Class A Common Stock 2,426 0.00 31,311
2023-10-26 Lewis Joan M Director A-Award A Class A Common Stock 2,426 0.00 10,258
2023-10-26 Lanigan Mark W. Director A-Award A Class A Common Stock 2,426 0.00 52,519
2023-10-26 Hooks Michael K. Director A-Award A Class A Common Stock 2,426 0.00 54,824
2023-10-26 Connolly Michael Director A-Award A Class A Common Stock 2,426 0.00 51,301
2023-10-26 Chhina Ivar S. Director A-Award A Class A Common Stock 2,426 0.00 30,611
2023-10-26 Buch James R. Director A-Award A Class A Common Stock 2,426 0.00 30,611
2023-10-10 Springer Jackie D. Jr. Director / Officer A-Award A Class A Common Stock 14,602 0.00 135,053
2023-10-10 Anderson Ritchie L. Officer A-Award A Class A Common Stock 6,489 0.00 45,336
2023-10-02 Lanigan Mark W. Director A-Award A Class A Common Stock 421 49.02 20.6K 50,093
2023-10-02 Hooks Michael K. Director A-Award A Class A Common Stock 550 49.02 27.0K 52,398
2023-07-03 Lanigan Mark W. Director A-Award A Class A Common Stock 348 58.66 20.4K 49,672
2023-07-03 Hooks Michael K. Director A-Award A Class A Common Stock 454 58.66 26.6K 51,848
2023-06-07 Springer Jackie D. Jr. Director / Officer M-Exempt A Class A Common Stock 25,000 42.13 1.05M 145,451
2023-05-08 Black David Scott Officer F-InKind D Class A Common Stock 24 57.50 1.4K 1,829
2023-04-28 TAYLOR NANCY M Director A-Award A Class A Common Stock 1,130 0.00 1,130
2023-04-19 Black David Scott Officer D Class A Common Stock 0 0.00 1,853
2023-04-03 Lanigan Mark W. Director A-Award A Class A Common Stock 358 56.45 20.2K 49,324
2023-04-03 Hooks Michael K. Director A-Award A Class A Common Stock 467 56.45 26.4K 51,394
2023-02-15 Anderson Ritchie L. Officer S-Sale D Class A Common Stock 6,523 62.01 404.5K 39,797
2022-12-30 Lanigan Mark W. Director A-Award A Class A Common Stock 387 0.00 48,966
2022-12-30 Hooks Michael K. Director A-Award A Class A Common Stock 506 0.00 50,927
2022-12-30 Connolly Michael Director A-Award A Class A Common Stock 378 0.00 48,875
2022-12-05 Wilson Wayne R. Officer A-Award A Class A Common Stock 9,430 0.00 55,619
2022-12-05 Springer Jackie D. Jr. Officer F-InKind D Class A Common Stock 7,992 56.69 453.1K 120,451
2022-12-05 Anderson Ritchie L. Officer A-Award A Class A Common Stock 9,430 0.00 46,906
2022-11-07 Wilson Wayne R. Officer F-InKind D Class A Common Stock 568 53.96 30.6K 46,614
2022-11-07 Springer Jackie D. Jr. Officer F-InKind D Class A Common Stock 1,181 53.96 63.7K 112,316
2022-11-07 Anderson Ritchie L. Officer F-InKind D Class A Common Stock 568 53.96 30.6K 37,901
2022-11-03 Wilson Wayne R. Officer A-Award A Class A Common Stock 6,507 0.00 48,446
2022-11-03 Springer Jackie D. Jr. Officer A-Award A Class A Common Stock 22,200 0.00 113,497
2022-11-03 STOKELY JOHN E Director A-Award A Class A Common Stock 2,105 0.00 28,185
2022-11-03 MURPHY PETER E Director A-Award A Class A Common Stock 2,105 0.00 28,885
2022-11-03 Lewis Joan M Director A-Award A Class A Common Stock 2,105 0.00 7,832
2022-11-03 Lanigan Mark W. Director A-Award A Class A Common Stock 2,105 0.00 48,579
2022-11-03 Hooks Michael K. Director A-Award A Class A Common Stock 2,105 0.00 50,421
2022-11-03 Connolly Michael Director A-Award A Class A Common Stock 2,105 0.00 48,497
2022-11-03 Chhina Ivar S. Director A-Award A Class A Common Stock 2,105 0.00 28,185
2022-11-03 Buch James R. Director A-Award A Class A Common Stock 2,105 0.00 28,185
2022-11-03 Anderson Ritchie L. Officer A-Award A Class A Common Stock 6,507 0.00 39,488
2022-10-03 Lanigan Mark W. Director A-Award A Class A Common Stock 430 0.00 46,474
2022-10-03 Hooks Michael K. Director A-Award A Class A Common Stock 561 0.00 48,316
2022-10-03 Connolly Michael Director A-Award A Class A Common Stock 420 0.00 46,392
2022-08-29 Wilson Wayne R. Officer A-Award A Class A Common Stock 1,500 0.00 37,868
2022-08-29 Springer Jackie D. Jr. Officer A-Award A Class A Common Stock 3,000 0.00 82,437
2022-08-29 Anderson Ritchie L. Officer A-Award A Class A Common Stock 1,500 0.00 27,532
2022-07-01 Lanigan Mark W. Director A-Award A Class A Common Stock 387 0.00 46,044
2022-07-01 Hooks Michael K. Director A-Award A Class A Common Stock 506 0.00 47,755
2022-07-01 Connolly Michael Director A-Award A Class A Common Stock 378 0.00 45,972
2022-06-15 MURPHY PETER E Director P-Purchase A Class A Common Stock 700 54.00 37.8K 26,780
2022-06-10 Springer Jackie D. Jr. Officer M-Exempt A Class A Common Stock 19,000 25.85 491.2K 98,437
2022-05-31 Wilson Wayne R. Officer M-Exempt D Employee Stock Option (right to buy) 10,000 30.87 308.7K 0
2022-05-27 Wilson Wayne R. Officer S-Sale D Class A Common Stock 19,500 58.63 1.14M 36,368
2022-04-01 Lanigan Mark W. Director A-Award A Class A Common Stock 348 0.00 45,657
2022-04-01 Hooks Michael K. Director A-Award A Class A Common Stock 454 0.00 47,249
2022-04-01 Connolly Michael Director A-Award A Class A Common Stock 340 0.00 45,594
2022-01-03 Lanigan Mark W. Director A-Award A Class A Common Stock 300 0.00 45,309
2022-01-03 Hooks Michael K. Director A-Award A Class A Common Stock 392 0.00 46,795
2022-01-03 Connolly Michael Director A-Award A Class A Common Stock 293 0.00 45,254
2021-11-12 Anderson Ritchie L. Officer S-Sale D Class A Common Stock 1,000 71.21 71.2K 26,032
2021-11-11 Anderson Ritchie L. Officer M-Exempt D Employee Stock Option (right to buy) 961 42.13 40.5K 4,125
2021-11-10 Springer Jackie D. Jr. Director / Officer S-Sale D Class A Common Stock 14,028 72.79 1.02M 15,111
2021-11-10 Anderson Ritchie L. Officer M-Exempt D Employee Stock Option (right to buy) 1,164 42.13 49.0K 5,086
2021-11-09 Springer Jackie D. Jr. Director / Officer M-Exempt D Employee Stock Option (right to buy) 15,000 25.85 387.8K 19,000
2021-11-09 Anderson Ritchie L. Officer M-Exempt D Employee Stock Option (right to buy) 41 30.87 1.3K 3,633
2021-11-08 Wilson Wayne R. Officer F-InKind D Class A Common Stock 568 77.03 43.8K 36,368
2021-11-08 Springer Jackie D. Jr. Director / Officer S-Sale D Class A Common Stock 9,193 75.54 694.4K 29,139
2021-11-08 Anderson Ritchie L. Officer S-Sale D Class A Common Stock 7,826 75.04 587.3K 26,032
2021-11-03 Wilson Wayne R. Officer A-Award A Class A Common Stock 4,310 0.00 38,673
2021-11-03 Springer Jackie D. Jr. Director / Officer A-Award A Class A Common Stock 14,815 0.00 84,427
2021-11-03 STOKELY JOHN E Director A-Award A Class A Common Stock 1,481 0.00 26,080
2021-11-03 MURPHY PETER E Director A-Award A Class A Common Stock 1,481 0.00 26,080
2021-11-03 Lewis Joan M Director A-Award A Class A Common Stock 1,481 0.00 5,727
2021-11-03 Lanigan Mark W. Director A-Award A Class A Common Stock 1,481 0.00 45,009
2021-11-03 Hooks Michael K. Director A-Award A Class A Common Stock 1,481 0.00 46,403
2021-11-03 Connolly Michael Director A-Award A Class A Common Stock 1,481 0.00 44,961
2021-11-03 Chhina Ivar S. Director A-Award A Class A Common Stock 1,481 0.00 26,080
2021-11-03 Buch James R. Director A-Award A Class A Common Stock 1,481 0.00 26,080
2021-11-03 Anderson Ritchie L. Officer A-Award A Class A Common Stock 4,310 0.00 31,173
2021-10-01 Lanigan Mark W. Director A-Award A Class A Common Stock 295 0.00 43,528
2021-10-01 Hooks Michael K. Director A-Award A Class A Common Stock 385 0.00 44,922
2021-10-01 Connolly Michael Director A-Award A Class A Common Stock 288 0.00 43,480
2021-09-03 Wilson Wayne R. Officer A-Award A Class A Common Stock 2,750 0.00 32,765
2021-09-03 Springer Jackie D. Jr. Director / Officer F-InKind D Class A Common Stock 4,528 0.00 69,612
2021-09-03 Anderson Ritchie L. Officer A-Award A Employee Stock Option (right to buy) 2,500 30.87 77.2K 5,000
2021-07-01 Lanigan Mark W. Director A-Award A Class A Common Stock 271 0.00 43,233
2021-07-01 Hooks Michael K. Director A-Award A Class A Common Stock 288 0.00 44,537
2021-07-01 Connolly Michael Director A-Award A Class A Common Stock 237 0.00 43,192
2021-04-01 Lanigan Mark W. Director A-Award A Class A Common Stock 247 0.00 42,962
2021-04-01 Hooks Michael K. Director A-Award A Class A Common Stock 263 0.00 44,249
2021-04-01 Connolly Michael Director A-Award A Class A Common Stock 216 0.00 42,955
2021-02-16 Wilson Wayne R. Officer S-Sale D Class A Common Stock 23,662 77.28 1.83M 33,619
2021-02-12 Wilson Wayne R. Officer S-Sale D Class A Common Stock 2,786 77.24 215.2K 57,281
2021-02-11 Wilson Wayne R. Officer S-Sale D Class A Common Stock 14,993 78.01 1.17M 60,067
2021-02-11 Springer Jackie D. Jr. Director / Officer S-Sale D Class A Common Stock 4,117 76.50 315.0K 75,864
2021-02-11 Anderson Ritchie L. Officer C-Conversion A Class A Common Stock 7,500 0.00 30,015
2021-01-04 Lanigan Mark W. Director A-Award A Class A Common Stock 322 0.00 42,715
2021-01-04 Hooks Michael K. Director A-Award A Class A Common Stock 343 0.00 43,986
2021-01-04 Connolly Michael Director A-Award A Class A Common Stock 282 0.00 42,739
2020-11-06 Wilson Wayne R. Officer F-InKind D Class A Common Stock 366 59.32 21.7K 49,874
2020-11-06 Springer Jackie D. Jr. Director / Officer F-InKind D Class A Common Stock 1,126 59.32 66.8K 109,981
2020-11-06 Anderson Ritchie L. Officer F-InKind D Class A Common Stock 416 59.32 24.7K 22,515
2020-11-03 Wilson Wayne R. Officer A-Award A Class A Common Stock 5,768 0.00 51,002
2020-11-03 Springer Jackie D. Jr. Director / Officer A-Award A Class A Common Stock 12,979 0.00 113,741
2020-11-03 STOKELY JOHN E Director A-Award A Class A Common Stock 1,376 0.00 24,599
2020-11-03 MURPHY PETER E Director A-Award A Class A Common Stock 1,376 0.00 24,599
2020-11-03 Lewis Joan M Director A-Award A Class A Common Stock 1,376 0.00 4,246
2020-11-03 Lanigan Mark W. Director A-Award A Class A Common Stock 1,376 0.00 42,393
2020-11-03 Hooks Michael K. Director A-Award A Class A Common Stock 1,376 0.00 43,643
2020-11-03 Connolly Michael Director A-Award A Class A Common Stock 1,376 0.00 42,457
2020-11-03 Chhina Ivar S. Director A-Award A Class A Common Stock 1,376 0.00 24,599
2020-11-03 Buch James R. Director A-Award A Class A Common Stock 1,376 0.00 24,599
2020-11-03 Anderson Ritchie L. Officer A-Award A Class A Common Stock 5,768 0.00 23,937
2020-10-01 Lanigan Mark W. Director A-Award A Class A Common Stock 406 0.00 41,017
2020-10-01 Hooks Michael K. Director A-Award A Class A Common Stock 432 0.00 42,267
2020-10-01 Connolly Michael Director A-Award A Class A Common Stock 356 0.00 41,081
2020-09-16 Wilson Wayne R. Officer F-InKind D Class A Common Stock 792 50.25 39.8K 45,234
2020-09-16 Springer Jackie D. Jr. Director / Officer A-Award A Class A Common Stock 5,062 0.00 101,995
2020-09-16 Anderson Ritchie L. Officer F-InKind D Class A Common Stock 914 50.25 45.9K 18,169
2020-09-02 Anderson Ritchie L. Officer M-Exempt A Class A Common Stock 6,500 25.85 168.0K 29,097
2020-07-01 Lanigan Mark W. Director A-Award A Class A Common Stock 383 0.00 40,611
2020-07-01 Hooks Michael K. Director A-Award A Class A Common Stock 407 0.00 41,835
2020-07-01 Connolly Michael Director A-Award A Class A Common Stock 335 0.00 40,725
2020-05-27 MURPHY PETER E Director S-Sale D Class A Common Stock 3,000 50.67 152.0K 23,223
2020-05-20 Lanigan Mark W. Director C-Conversion A Class A Common Stock 25,000 0.00 65,228
2020-05-18 Hooks Michael K. Director C-Conversion D Units of Malibu Boats Holdings, LLC 12,500 0.00 12,500
2020-04-01 Lanigan Mark W. Director A-Award A Class A Common Stock 685 0.00 40,228
2020-04-01 Hooks Michael K. Director A-Award A Class A Common Stock 727 0.00 41,428
2020-04-01 Connolly Michael Director A-Award A Class A Common Stock 599 0.00 40,390
2020-03-12 Wilson Wayne R. Officer P-Purchase A Class A Common Stock 7,500 25.19 188.9K 42,776
2020-03-12 Springer Jackie D. Jr. Director / Officer P-Purchase A Class A Common Stock 15,000 26.30 394.5K 96,933
2020-02-11 Anderson Ritchie L. Officer M-Exempt A Class A Common Stock 2,446 25.85 63.2K 30,522
2020-02-10 Anderson Ritchie L. Officer M-Exempt A Class A Common Stock 4,054 25.85 104.8K 35,496
2020-01-02 Lanigan Mark W. Director A-Award A Class A Common Stock 456 0.00 39,543
2020-01-02 Hooks Michael K. Director A-Award A Class A Common Stock 523 0.00 40,701
2020-01-02 Connolly Michael Director A-Award A Class A Common Stock 430 0.00 39,791
2019-11-22 Wilson Wayne R. Officer A-Award A Class A Common Stock 6,833 0.00 35,276
2019-11-22 Springer Jackie D. Jr. Director / Officer A-Award A Class A Common Stock 14,718 0.00 66,933

Executive team

Top executives
EBIT / Employee
9.8K
Shares Outstanding
18.60M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Steven D. Menneto President and Chief Executive Officer 813.8K 506.0K 2.89M 4.21M 68.63%
2 2025 Ritchie L. Anderson Former President and Former Member of Office of CEO 391.3K 1.05M 472.6K 1.91M 54.85%
3 2025 Bruce W. Beckman Chief Financial Officer 478.5K 100.0K 551.0K 4.3K 1.13M 48.60%
4 2025 Michael K. Hooks Former Executive Chair and Former Member of Office of CEO 56.5K 11.3K 67.7K 0.00%
5 2024 Ritchie L. Anderson Former President and Former Member of Office of CEO 544.6K 4.95M 11.8K 5.50M 89.89%
6 2024 Ritchie L. Anderson President and Former Member of Office of CEO 544.6K 4.95M 11.8K 5.50M 89.89%
7 2024 Jack D. Springer Former Chief Executive Officer 819.4K 1.90M 209.1K 2.92M 64.82%
8 2024 Bruce W. Beckman Chief Financial Officer 242.3K 225.0K 600.0K 75.0K 1.14M 52.52%
9 2024 Bruce W. Beckman Former Chief Financial Officer and Secretary 242.3K 225.0K 600.0K 75.0K 1.14M 52.52%
10 2024 David S. Black Former Interim Chief Financial Officer and Corporate Controller 273.3K 50.0K 497.0K 22.4K 842.7K 58.98%
11 2024 Michael K. Hooks Former Executive Chair and Former Member of Office of CEO 217.2K 43.4K 230.0K 490.7K 46.87%
12 2023 Jack D. Springer Chief Executive Officer 875.0K 3.17M 481.3K 9.9K 4.54M 69.88%
13 2023 Jack D. Springer Former Chief Executive Officer 875.0K 3.17M 481.3K 9.9K 4.54M 69.88%
14 2023 Ritchie L. Anderson Former President and Former Member of Office of CEO 475.0K 929.0K 267.2K 10.0K 1.68M 55.26%
15 2023 Ritchie L. Anderson President and Former Member of Office of CEO 475.0K 929.0K 267.2K 10.0K 1.68M 55.26%
16 2023 Ritchie L. Anderson Chief Operating Officer 475.0K 929.0K 267.2K 10.0K 1.68M 55.26%
17 2023 Wayne R. Wilson Former Chief Financial Officer and Secretary 401.6K 929.0K 10.1K 1.34M 69.29%
18 2023 David S. Black Interim Chief Financial Officer and Corporate Controller 236.0K 45.0K 83.0K 364.0K 12.36%
19 2023 David S. Black Former Interim Chief Financial Officer and Corporate Controller 236.0K 45.0K 83.0K 364.0K 12.36%
20 2022 Jack D. Springer Former Chief Executive Officer 828.8K 3.06M 937.2K 9.2K 4.84M 63.31%
21 2022 Jack D. Springer Chief Executive Officer 828.8K 3.06M 937.2K 9.2K 4.84M 63.31%
22 2022 Ritchie L. Anderson President and Former Member of Office of CEO 437.5K 890.9K 347.3K 9.4K 1.69M 52.87%
23 2022 Ritchie L. Anderson Chief Operating Officer 437.5K 890.9K 347.3K 9.4K 1.69M 52.87%
24 2022 Wayne R. Wilson Former Chief Financial Officer and Secretary 437.5K 890.9K 347.3K 6.7K 1.68M 52.95%
25 2022 Wayne R. Wilson Chief Financial Officer 437.5K 890.9K 347.3K 6.7K 1.68M 52.95%
26 2021 Jack D. Springer Chief Executive Officer 754.6K 2.19M 1.53M 8.7K 4.48M 48.81%
27 2021 Wayne R. Wilson Chief Financial Officer 394.8K 971.8K 560.0K 5.7K 1.93M 50.29%
28 2021 Wayne R. Wilson Former Chief Financial Officer and Secretary 394.8K 971.8K 560.0K 5.7K 1.93M 50.29%
29 2021 Ritchie L. Anderson Chief Operating Officer 394.8K 971.8K 560.0K 5.5K 1.93M 50.30%
30 2020 Jack D. Springer Chief Executive Officer 720.2K 1.54M 8.6K 2.27M 67.85%
31 2020 Wayne R. Wilson Chief Financial Officer 385.0K 713.9K 5.8K 1.10M 64.63%
32 2020 Ritchie L. Anderson Chief Operating Officer 385.0K 713.9K 4.4K 1.10M 64.71%
33 2020 Deborah S. Kent Vice President of Human Resources 154.3K 60.0K 6.7K 221.0K 27.15%
34 2020 William Paxson St. Clair, Jr. Former President of Cobalt Boats, LLC 98.3K 3.8K 102.1K 0.00%
35 2019 Jack D. Springer Chief Executive Officer 658.9K 290.0K 1.00M 366.5K 671.3K 6.9K 3.00M 45.73%
36 2019 Wayne R. Wilson Chief Financial Officer 363.5K 41.0K 502.2K 183.3K 325.7K 7.1K 1.42M 48.18%
37 2019 Ritchie L. Anderson Chief Operating Officer 363.5K 41.0K 502.2K 183.3K 325.7K 6.5K 1.42M 48.20%
38 2019 William Paxson St. Clair, Jr. Former President of Cobalt Boats, LLC 401.5K 52.3K 101.3K 7.2K 562.3K 9.30%
39 2019 Deborah S. Kent Vice President of Human Resources 149.1K 55.5K 75.0K 6.2K 285.8K 19.40%
40 2018 Jack Springer Chief Executive Officer 535.8K 679.1K 202.6K 622.8K 4.2K 2.04M 43.13%
41 2018 Jack D. Springer Chief Executive Officer 535.8K 679.1K 202.6K 622.8K 4.2K 2.04M 43.13%
42 2018 Wayne Wilson Chief Financial Officer 287.0K 339.6K 101.3K 296.4K 26.9K 1.05M 41.94%
43 2018 Wayne R. Wilson Chief Financial Officer 287.0K 339.6K 101.3K 296.4K 26.9K 1.05M 41.94%
44 2018 Ritchie L. Anderson Chief Operating Officer 277.5K 339.6K 101.3K 296.4K 25.0K 1.04M 42.40%
45 2018 Ritchie Anderson Chief Operating Officer 277.5K 339.6K 101.3K 296.4K 25.0K 1.04M 42.40%
46 2017 Jack D. Springer Chief Executive Officer 476.2K 632.6K 433.2K 402.5K 5.0K 1.95M 54.67%
47 2017 Jack Springer Chief Executive Officer 476.2K 632.6K 433.2K 402.5K 5.0K 1.95M 54.67%
48 2017 Wayne R. Wilson Chief Financial Officer 258.2K 312.4K 216.6K 202.1K 24.5K 1.01M 52.18%
49 2017 Wayne Wilson Chief Financial Officer 258.2K 312.4K 216.6K 202.1K 24.5K 1.01M 52.18%
50 2017 Ritchie L. Anderson Chief Operating Officer 228.1K 312.4K 216.6K 200.0K 27.2K 984.2K 53.75%
51 2017 Ritchie Anderson Chief Operating Officer 228.1K 312.4K 216.6K 200.0K 27.2K 984.2K 53.75%
52 2016 Jack Springer Chief Executive Officer 434.4K 1.31M 135.1K 25.1K 1.91M 68.80%
53 2016 Wayne Wilson Chief Financial Officer 235.6K 424.8K 67.5K 40.9K 768.7K 55.25%
54 2016 Ritchie Anderson Chief Operating Officer 210.6K 257.5K 54.0K 26.6K 548.8K 46.92%
55 2015 Jack Springer Chief Executive Officer 436.4K 310.0K 21.4K 767.8K 0.00%
56 2015 Jack Springer Chief Executive Officer 436.4K 310.0K 2.6K 749.0K 0.00%
57 2015 Wayne Wilson Chief Financial Officer 245.5K 155.1K 29.9K 430.6K 0.00%
58 2015 Wayne Wilson Chief Financial Officer 245.5K 155.1K 19.6K 420.3K 0.00%
59 2015 Ritchie Anderson Chief Operating Officer 209.2K 88.7K 26.6K 324.6K 0.00%
60 2015 Ritchie Anderson Chief Operating Officer 209.2K 88.7K 19.6K 317.5K 0.00%
61 2014 Jack Springer Chief Executive Officer 339.4K 58.2K 1.26M 288.8K 2.6K 1.95M 64.71%
62 2014 Wayne Wilson Chief Financial Officer 206.2K 80.0K 836.5K 122.5K 19.6K 1.26M 66.14%
63 2014 Ritchie Anderson Chief Operating Officer 167.6K 17.4K 836.5K 80.0K 19.6K 1.12M 74.62%
64 2013 Jack Springer Chief Executive Officer 328.1K 118.3K 212.5K 2.6K 661.5K 0.00%
65 2013 Wayne Wilson Chief Financial Officer 190.5K 73.9K 87.5K 19.6K 371.4K 0.00%
66 2013 Ritchie Anderson Chief Operating Officer 155.3K 65.2K 60.0K 19.6K 300.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-12 DEFA14A
2025-09-11 DEF 14A
2024-09-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 4
2026-05-07 10-Q
2026-04-02 4
2026-04-02 4
2026-03-27 SC 13G/A
2026-03-02 8-K
2026-02-17 SC 13G
2026-02-13 SC 13G/A
2026-02-10 SC 13G/A

Executive team

NameTitleCompensationGender
Steven D. Menneto Chief Executive Officer, President & Director 3M male
David Black Chief Financial Officer 741.6K male
Amanda R. Thompson Chief Human Resources Officer 161.0K female
Dave Cluka Vice President of Sales & Marketing male
Christopher Gratz Senior Vice President of Saltwater male
Eric R. Lindquist Chief Growth Officer male
Jason Turner Senior Vice President of Cobalt male
Keith Aulson Chief Information Officer male
Rachael Green Senior Vice President of Malibu & Axis female
Brooke K. Zinter General Counsel & Secretary female
ESG Rating
B+
AUTO - RECREATIONAL VEHICLES
2023
E (Environmental)
70.5 / 65.2
Company / Sector avg.
S (Social)
76.0 / 67.0
Company / Sector avg.
G (Governance)
76.3 / 72.4
Company / Sector avg.
ESG Total
74.2 / 68.2
Company / Sector avg.
ESG Score History AUTO - RECREATIONAL VEHICLES
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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 history

Earnings history

Earnings reports

Stock splits