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Metallus Inc. (MTUS)

USD19.73 +0.43 (+2.23%)
US NYSE Basic Materials Steel
Address 1835 Dueber Avenue SW 44706-2728
Canton, OH, US
CEO Michael S. Williams
IPO 2014-06-19
CIK 1598428 ISIN US8873991033

Explore sections of this company profile

Also trades on New York Stock Exchange · MTUS (USD) New York Stock Exchange · TMST (USD)
Description

Metallus Inc. specializes in the creation and global distribution of diverse steel products, including alloy, carbon, and micro-alloy varieties, serving both domestic and international markets. The company's extensive product portfolio features special bar quality (SBQ) material, seamless mechanical tubing, high-precision steel components, and raw billets. These are critical inputs for a vast range of applications, such as gears, hubs, axles, crankshafts, motor shafts, oil country drilling equipment (pipes, bits, and collars), bearing races and rolling elements, bushings, fuel injectors, wind turbine shafts, anti-friction bearings, artillery and mortar bodies, among others. Additionally, Metallus Inc. provides custom-engineered precision steel components tailored to client specifications. Its offerings cater to a broad spectrum of industries, including the automotive, energy, industrial equipment, mining, construction, rail, aerospace and defense, heavy truck, agriculture, and power generation sectors. Formerly operating as TimkenSteel Corporation, the company officially rebranded to Metallus Inc. in February 2024. Metallus Inc. was established in 1899 and its headquarters are located in Canton, Ohio.

News Sentiment (7d)
66 Positive

Based on only 1 article — low confidence

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
USD19.73 +0.43 (+2.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
324.3K
Beta
1.36
Float Shares
36.25M
Free Float %
86.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.77% -3.98% -2.11% -14.88% +10.33% +2.68% +30.33% +3.83% +24.26% +71.73% -53.31%
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 (5 ratings, all time) Hold
Price Targets & DCF
Current price
19.73
DCF (Unlevered) 14.70 -25.5%
DCF (Levered) 13.49 -31.6%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.25
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
1 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Steel: +1.2%
    +6.9% Q1'26: +9.9% (vs Q1'25)
  • EPS growth Steel: +17.4%
    -197.3% Q1'26: +333.3% (vs Q1'25)
  • FCF margin FCF growth · Steel: +44.2%
    -6.2% Q1'26: -16.7% (vs Q1'25)
  • EBIT margin Steel: +5.8%
    +0.3% Q1'26: +0.9% (vs Q1'25)
  • ROIC Steel: +4.3%
    +0.4% Q1'26: +1.3% (vs Q1'25)
  • Share dilution Steel: +0.0%
    -5.4% Q1'26: -2.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Steel: 0.57×
    0.25× Q1'26: 0.20× (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 (1.36) × ERP
WACC = 98% × Ke + 2% × Kd (12.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 14.64 Current price: 19.73
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Revenue
1.11B
est: 1.09B (+1.1%)
869.50M
est: 858.79M (+1.2%)
1.33B
est: 1.34B (-0.8%)
1.61B
est: 1.60B (+0.8%)
1.21B
est: 1.21B (0.0%)
830.70M
est: 836.50M (-0.7%)
1.28B
est: 1.24B (+3.1%)
1.33B
est: 1.41B (-5.4%)
1.36B
est: 1.30B (+4.9%)
1.08B
est: 1.09B (-0.1%)
1.16B
est: 1.18B (-2.0%)
1.27B
1.24B – 1.29B
+7.1% YoY
1.37B
1.34B – 1.39B
+8.0% YoY
EBITDA
5.10M
est: 108.65M (-95.3%)
-55.70M
est: 85.31M (-165.3%)
47.40M
est: 133.13M (-64.4%)
81.90M
est: 158.74M (-48.4%)
-21.60M
est: 120.13M (-118.0%)
17.40M
est: 83.09M (-79.1%)
246.00M
est: 123.65M (+99.0%)
156.00M
est: 139.65M (+11.7%)
153.30M
est: 137.08M (+11.8%)
58.70M
est: 114.53M (-48.7%)
60.30M
est: 124.76M (-51.7%)
133.58M
130.42M – 135.68M
+7.1% YoY
144.26M
141.60M – 146.83M
+8.0% YoY
EBIT
-68.30M
est: 50.71M (-234.7%)
-133.50M
est: 39.81M (-435.3%)
-15.00M
est: 62.14M (-124.1%)
8.90M
est: 74.09M (-88.0%)
-92.30M
est: 56.07M (-264.6%)
-49.20M
est: 38.78M (-226.9%)
182.90M
est: 57.71M (+216.9%)
97.70M
est: 65.18M (+49.9%)
96.40M
est: 76.42M (+26.2%)
4.60M
est: 63.85M (-92.8%)
3.70M
est: 69.55M (-94.7%)
74.46M
72.71M – 75.64M
+7.1% YoY
80.42M
78.94M – 81.86M
+8.0% YoY
Net Income
-45.00M
est: -77.15M (+41.7%)
-105.50M
est: -54.85M (-92.3%)
-43.80M
est: -23.94M (-82.9%)
-10.00M
est: 7.01M (-242.6%)
-110.00M
est: -19.64M (-460.1%)
-61.90M
est: -49.91M (-24.0%)
171.00M
est: 125.81M (+35.9%)
65.10M
est: 87.94M (-26.0%)
69.40M
est: 52.37M (+32.5%)
1.30M
est: 26.06M (-95.0%)
-1.20M
est: 24.41M (-104.9%)
33.07M
30.37M – 38.14M
+35.5% YoY
55.10M
54.80M – 57.45M
+66.6% YoY
SGA
99.00M
est: 56.45M (+75.4%)
80.70M
est: 44.33M (+82.1%)
81.50M
est: 69.18M (+17.8%)
90.10M
est: 82.48M (+9.2%)
est: 62.42M (-100.0%)
est: 43.17M (-100.0%)
77.20M
est: 64.25M (+20.2%)
73.00M
est: 72.56M (+0.6%)
84.60M
est: 88.10M (-4.0%)
87.70M
est: 73.61M (+19.1%)
94.00M
est: 80.19M (+17.2%)
85.85M
83.82M – 87.20M
+7.1% YoY
92.72M
91.01M – 94.37M
+8.0% YoY
EPS
-1.01
est: -1.74 (+42.0%)
-2.39
est: -1.24 (-93.0%)
-0.99
est: -0.54 (-83.2%)
-0.22
est: 0.16 (-239.0%)
-2.46
est: -0.44 (-454.9%)
-1.38
est: -1.13 (-22.5%)
3.73
est: 2.84 (+31.3%)
1.42
est: 1.99 (-28.5%)
1.58
est: 1.25 (+26.4%)
0.03
est: 0.63 (-95.2%)
-0.03
est: 0.58 (-104.9%)
0.82
0.72 – 0.91
+40.3% YoY
1.34
1.31 – 1.37
+63.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 4/5 3/5 4/5 3/5 1/5 4/5
2026-05-08 B+ 3/5 4/5 2/5 4/5 3/5 1/5 4/5
2026-05-07 B+ 3/5 4/5 2/5 4/5 3/5 1/5 4/5
2026-05-06 B+ 3/5 4/5 2/5 4/5 3/5 1/5 4/5
2026-05-05 B+ 3/5 4/5 2/5 4/5 3/5 1/5 4/5
2026-05-04 B+ 3/5 4/5 2/5 4/5 3/5 1/5 4/5
2026-05-01 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-11.34M
OE per share TTM
-0.29
Owner's Yield
-1.49%
Maintenance CapEx ratio
217.05%
Maint CapEx / Avg PPE
46.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
53
Total invested
25.52M
Insider transactions (90d)
10
Beneficial owners (>5%)
23
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. 7.27M 15.70% 7.19M 7.27M HC Delaware 2022-01-27
2 STATE STREET CORPORATION 2.85M 6.17% 2.79M 2.85M HC 2022-02-10
3 30-0447847 2.85M 6.20% 2.77M 2.85M IA Delaware Limited Partnership 2022-02-08
4 2. 2.35M 5.00% 2.35M 2.35M HC Bermuda 2017-04-04
5 (. 2.32M 5.24% 2.22M 2.32M IA Delaware Limited Partnership 2017-02-09
6 David H. Batchelder 1.36M 2.99% 1.36M 10.00 IN United States 2014-07-10
7 Ralph V. Whitworth 1.36M 2.99% 1.36M 10.00 IN United States 2014-07-10
8 Relational Investors, LLC 1.36M 2.99% 1.36M 1.36M 10.00 IA, HC, OO Delaware 2014-07-10
9 Relational Investors Mid-Cap Fund II, L.P. 418.1K 0.92% 418.1K 418.1K 10.00 PN Delaware 2014-07-10
10 Relational Investors Mid-Cap Fund I, L.P. 383.6K 0.85% 383.6K 383.6K 10.00 PN Delaware 2014-07-10
11 Relational Co-Investment Fund I, L.P. 175.8K 0.39% 175.8K 175.8K 10.00 PN Delaware 2014-07-10
12 Relational Investors IX, L.P. 37.8K 0.08% 37.8K 37.8K 10.00 PN Delaware 2014-07-10
13 Relational Investors XXIII, L.P. 28.3K 0.06% 28.3K 28.3K 10.00 PN Delaware 2014-07-10
14 Relational Investors XV, L.P. 22.6K 0.05% 22.6K 22.6K 10.00 PN Delaware 2014-07-10
15 Relational Coast Partners, L.P. 22.5K 0.05% 22.5K 22.5K 10.00 PN Delaware 2014-07-10
16 Relational Investors XX, L.P. 19.9K 0.04% 19.9K 19.9K 10.00 PN Delaware 2014-07-10
17 RH Fund 1, L.P. 10.0K 0.02% 10.0K 10.0K 10.00 PN Delaware 2014-07-10
18 Relational Investors XVI, L.P. 6.6K 0.01% 6.6K 6.6K 10.00 PN Delaware 2014-07-10
19 Relational Investors XXIV, L.P. 3.4K 0.01% 3.4K 3.4K 10.00 PN Delaware 2014-07-10
20 Relational Fund Partners, L.P. 2.3K 0.01% 2.3K 2.3K 10.00 PN Delaware 2014-07-10
21 Jonathan Barrett 0.00% IN United States 2020-02-14
22 Luminus Energy Partners Master Fund, Ltd. 0.00% OO Bermuda 2020-02-14
23 Luminus Management, LLC 0.00% IA Delaware 2020-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
53
-146 vs prev Q
New positions
5
Closed positions
150
Increased
17
Reduced
15
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
1 409.4K +409.4K (+100.0%) 7.03B +7.0B (+100.0%) 0.97% +0.975 pp 0.12% +0.116 pp USD17.16 +0.0% 1 qtrs NEW
2 MACQUARIE MANAGEMENT HOLDINGS, INC. 355.6K +355.6K (+100.0%) 6.10B +6.1B (+100.0%) 0.85% +0.847 pp 0.01% +0.009 pp USD17.16 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 6.74M +198.3K (+3.0%) 115.67M +7.5M (+7.0%) 16.05% +0.472 pp 0.00% +0.000 pp USD14.89 +15.2% 6 qtrs
4 VANGUARD GROUP INC 2.88M +20.3K (+0.7%) 49.42M +2.1M (+4.5%) 6.86% +0.048 pp 0.00% +0.000 pp USD24.65 -30.4% 46 qtrs
5 DIMENSIONAL FUND ADVISORS LP 2.58M -108.0K (-4.0%) 44.30M -158.1K (-0.4%) 6.15% -0.257 pp 0.01% 0.000 pp USD18.07 -5.0% 46 qtrs
6 STATE STREET CORP 2.32M -236.9K (-9.3%) 39.79M -2.5M (-5.8%) 5.52% -0.564 pp 0.00% 0.000 pp USD16.58 +3.5% 46 qtrs
7 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.98M +46.7K (+2.4%) 33.98M +2.0M (+6.3%) 4.72% +0.111 pp 0.05% 0.000 pp USD17.13 +0.2% 7 qtrs
8 AMERICAN CENTURY COMPANIES INC 1.57M +29.2K (+1.9%) 26.91M +1.5M (+5.8%) 3.73% +0.070 pp 0.01% +0.001 pp USD17.03 +0.8% 19 qtrs
9 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.39M -22.0K (-1.6%) 23.85M +512.1K (+2.2%) 3.31% -0.052 pp 0.56% -0.005 pp USD14.42 +19.0% 19 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 1.06M +90.2K (+9.3%) 18.17M +2.2M (+13.5%) 2.52% +0.215 pp 0.03% +0.007 pp USD15.39 +11.5% 27 qtrs
11 DONALD SMITH & CO., INC. 963.7K +319.5K (+49.6%) 16.54M +5.9M (+55.3%) 2.29% +0.761 pp 0.31% +0.097 pp USD16.09 +6.7% 3 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 881.9K +130.8K (+17.4%) 15.13M +2.7M (+21.9%) 2.10% +0.311 pp 0.00% +0.000 pp USD15.34 +11.9% 46 qtrs
13 ROYCE & ASSOCIATES LP 863.2K +24.4K (+2.9%) 14.81M +947.3K (+6.8%) 2.06% +0.058 pp 0.15% +0.012 pp USD14.21 +20.8% 46 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 860.0K -8.7K (-1.0%) 14.76M +398.0K (+2.8%) 2.05% -0.021 pp 0.00% +0.000 pp USD20.82 -17.6% 46 qtrs
15 AMERIPRISE FINANCIAL INC 646.8K +524.0 (+0.1%) 11.10M +416.1K (+3.9%) 1.54% +0.001 pp 0.00% +0.000 pp USD13.83 +24.1% 46 qtrs
16 TOWLE & CO 549.4K +18.6K (+3.5%) 9.43M +654.2K (+7.5%) 1.31% +0.044 pp 2.49% +0.278 pp USD13.49 +27.2% 4 qtrs
17 INVESCO LTD. 496.2K +207.2K (+71.7%) 8.51M +3.7M (+78.3%) 1.18% +0.493 pp 0.00% +0.001 pp USD16.62 +3.2% 46 qtrs
18 AZARIAS CAPITAL MANAGEMENT, L.P. 484.8K -82.7K (-14.6%) 8.32M -1.1M (-11.3%) 1.15% -0.197 pp 3.64% -0.073 pp USD14.29 +20.1% 5 qtrs
19 MORGAN STANLEY 387.9K +12.6K (+3.4%) 6.66M +452.4K (+7.3%) 0.92% +0.030 pp 0.00% +0.000 pp USD16.55 +3.7% 46 qtrs
20 NORTHERN TRUST CORP 373.6K -21.9K (-5.5%) 6.41M -126.3K (-1.9%) 0.89% -0.052 pp 0.00% +0.000 pp USD18.90 -9.2% 46 qtrs
21 CSM ADVISORS, LLC 325.1K +58.0K (+21.7%) 5.58M +1.2M (+26.3%) 0.77% +0.138 pp 0.15% +0.028 pp USD16.64 +3.1% 2 qtrs
22 SOUTH DAKOTA INVESTMENT COUNCIL 311.8K -42.0K (-11.9%) 5.35M -498.0K (-8.5%) 0.74% -0.100 pp 0.10% -0.012 pp USD15.12 +13.5% 46 qtrs
23 GOLDMAN SACHS GROUP INC 286.3K -29.9K (-9.4%) 4.91M -313.1K (-6.0%) 0.68% -0.071 pp 0.00% +0.000 pp USD16.39 +4.7% 46 qtrs
24 VAN ECK ASSOCIATES CORP 284.6K +141.2K (+98.5%) 4.88M +2.5M (+106.1%) 0.68% +0.336 pp 0.00% +0.002 pp USD17.04 +0.7% 46 qtrs
25 BALLAST ASSET MANAGEMENT, LP 279.4K -9.9K (-3.4%) 4.79M +12.3K (+0.3%) 0.67% -0.024 pp 2.26% +0.083 pp USD13.78 +24.5% 5 qtrs
26 BANK OF NEW YORK MELLON CORP 238.8K +5.0K (+2.2%) 4.10M +233.7K (+6.0%) 0.57% +0.012 pp 0.00% +0.000 pp USD18.56 -7.5% 46 qtrs
27 RUSSELL INVESTMENTS GROUP, LTD. 236.0K -379.0 (-0.2%) 4.05M +142.4K (+3.6%) 0.56% -0.001 pp 0.00% +0.000 pp USD14.91 +15.1% 26 qtrs
28 SEI INVESTMENTS CO 217.8K +217.8K (+100.0%) 3.74M +3.7M (+100.0%) 0.52% +0.519 pp 0.00% +0.004 pp USD17.16 +0.0% 1 qtrs NEW
29 GAMCO INVESTORS, INC. ET AL 215.5K -2.2K (-1.0%) 3.70M +99.4K (+2.8%) 0.51% -0.005 pp 0.04% +0.001 pp USD15.50 +10.7% 38 qtrs
30 SKYLANDS CAPITAL, LLC 205.6K +21.3K (+11.5%) 3.53M +480.8K (+15.8%) 0.49% +0.051 pp 0.48% +0.057 pp USD15.80 +8.6% 3 qtrs
31 EMPOWERED FUNDS, LLC 192.7K -38.2K (-16.5%) 3.31M -509.3K (-13.3%) 0.46% -0.091 pp 0.03% -0.012 pp USD20.59 -16.7% 11 qtrs
32 PRINCIPAL FINANCIAL GROUP INC 170.7K -3.0K (-1.7%) 2.93M +58.3K (+2.0%) 0.41% -0.007 pp 0.00% +0.000 pp USD18.57 -7.6% 45 qtrs
33 BARCLAYS PLC 147.5K +78.0K (+112.3%) 2.53M +1.5M (+145.6%) 0.35% +0.186 pp 0.00% +0.000 pp USD16.35 +5.0% 46 qtrs
34 MANATUCK HILL PARTNERS, LLC 145.0K -5.0K (-3.3%) 2.49M +8.7K (+0.4%) 0.35% -0.012 pp 0.87% +0.050 pp USD15.41 +11.4% 7 qtrs
35 TWO SIGMA INVESTMENTS, LP 132.9K +77.4K (+139.2%) 2.28M +1.4M (+148.3%) 0.32% +0.184 pp 0.00% +0.002 pp USD18.52 -7.3% 22 qtrs
36 KESTREL INVESTMENT MANAGEMENT CORP 131.2K -4.8K (-3.5%) 2.25M +2.0K (+0.1%) 0.31% -0.011 pp 1.28% +0.008 pp USD19.87 -13.6% 7 qtrs
37 PUBLIC SECTOR PENSION INVESTMENT BOARD 124.0K -16.4K (-11.7%) 2.13M -192.4K (-8.3%) 0.30% -0.039 pp 0.01% -0.001 pp USD15.26 +12.5% 42 qtrs
38 PEAK6 LLC 117.7K +39.3K (+50.1%) 2.02M +723.8K (+55.8%) 0.28% +0.094 pp 0.00% +0.002 pp USD16.11 +6.5% 4 qtrs
39 WEDGE CAPITAL MANAGEMENT L L P/NC 109.7K -1.9K (-1.7%) 1.88M +37.4K (+2.0%) 0.26% -0.005 pp 0.03% +0.003 pp USD15.41 +11.4% 3 qtrs
40 UBS GROUP AG 105.3K +30.9K (+41.5%) 1.81M +576.9K (+46.9%) 0.25% +0.074 pp 0.00% +0.000 pp USD15.47 +10.9% 45 qtrs
41 RHUMBLINE ADVISERS 103.1K -6.6K (-6.0%) 1.77M -44.8K (-2.5%) 0.25% -0.016 pp 0.00% +0.000 pp USD18.64 -7.9% 46 qtrs
42 SQUAREPOINT OPS LLC 102.9K -5.5K (-5.1%) 1.77M -26.6K (-1.5%) 0.24% -0.013 pp 0.00% +0.000 pp USD16.53 +3.8% 2 qtrs
43 ROYAL BANK OF CANADA 102.8K -188.8K (-64.7%) 1.76M -3.1M (-63.4%) 0.24% -0.450 pp 0.00% -0.001 pp USD18.22 -5.8% 46 qtrs
44 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 102.4K -3.7K (-3.5%) 1.76M +3.4K (+0.2%) 0.24% -0.009 pp 0.01% 0.000 pp USD15.75 +9.0% 3 qtrs
45 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 101.4K +2.3K (+2.3%) 1.74M +101.1K (+6.2%) 0.24% +0.005 pp 0.00% +0.000 pp USD16.54 +3.7% 2 qtrs
46 MAN GROUP PLC 95.5K +95.5K (+100.0%) 1.64M +1.6M (+100.0%) 0.23% +0.227 pp 0.00% +0.003 pp USD17.16 +0.0% 1 qtrs NEW
47 LEGAL & GENERAL GROUP PLC 94.4K -2.1K (-2.2%) 1.62M +24.8K (+1.6%) 0.22% -0.005 pp 0.00% +0.000 pp USD17.49 -1.9% 45 qtrs
48 ORCHARD CAPITAL MANAGEMENT, LLC 92.1K +1.5K (+1.6%) 1.58M +82.4K (+5.5%) 0.22% +0.004 pp 1.37% +0.077 pp USD16.54 +3.7% 2 qtrs
49 NUVEEN, LLC 84.4K +— (+0.0%) 1.45M +53.2K (+3.8%) 0.20% +0.000 pp 0.00% +0.000 pp USD13.36 +28.4% 4 qtrs
50 PATHSTONE HOLDINGS, LLC 83.3K -7.1K (-7.9%) 1.43M -65.4K (-4.4%) 0.20% -0.017 pp 0.01% 0.000 pp USD20.72 -17.2% 9 qtrs
51 TWO SIGMA ADVISERS, LP 82.0K +56.0K (+215.4%) 1.41M +977.3K (+227.4%) 0.20% +0.133 pp 0.00% +0.002 pp USD15.32 +12.0% 27 qtrs
52 WINTON GROUP LTD 78.6K -1.8K (-2.2%) 1.35M +20.2K (+1.5%) 0.19% -0.004 pp 0.05% -0.003 pp USD18.19 -5.7% 11 qtrs
53 D. E. SHAW & CO., INC. 74.9K +13.8K (+22.6%) 1.29M +275.6K (+27.3%) 0.18% +0.033 pp 0.00% +0.000 pp USD16.36 +4.9% 46 qtrs
54 SWISS NATIONAL BANK 74.3K +1.9K (+2.6%) 1.27M +78.2K (+6.5%) 0.18% +0.005 pp 0.00% +0.000 pp USD18.81 -8.8% 15 qtrs
55 BRIDGEWAY CAPITAL MANAGEMENT, LLC 71.5K -43.0K (-37.6%) 1.23M -665.8K (-35.2%) 0.17% -0.102 pp 0.03% -0.015 pp USD11.78 +45.7% 22 qtrs
56 VICTORY CAPITAL MANAGEMENT INC 70.5K -2.0K (-2.8%) 1.21M +11.4K (+0.9%) 0.17% -0.005 pp 0.00% +0.000 pp USD17.42 -1.5% 18 qtrs
57 UBS ASSET MANAGEMENT AMERICAS INC 67.4K +11.5K (+20.5%) 1.16M +232.2K (+25.1%) 0.16% +0.027 pp 0.00% +0.000 pp USD17.95 -4.4% 15 qtrs
58 PRICE T ROWE ASSOCIATES INC /MD/ 66.3K +2.1K (+3.3%) 1.14M +77.0K (+7.3%) 0.16% +0.005 pp 0.00% +0.000 pp USD12.94 +32.6% 46 qtrs
59 MUTUAL ADVISORS, LLC 66.0K +3.4K (+5.5%) 1.13M +19.9K (+1.8%) 0.16% +0.008 pp 0.02% 0.000 pp USD13.56 +26.5% 4 qtrs
60 BRINKER CAPITAL INVESTMENTS, LLC 65.2K -2.6K (-3.9%) 1.12M -2.6K (-0.2%) 0.16% -0.006 pp 0.01% -0.001 pp USD13.44 +27.7% 4 qtrs
61 GABELLI FUNDS LLC 64.0K +— (+0.0%) 1.10M +40.3K (+3.8%) 0.15% +0.000 pp 0.01% +0.000 pp USD17.56 -2.3% 46 qtrs
62 SITTNER & NELSON, LLC 47.8K -375.0 (-0.8%) 1.02M +222.0K (+27.9%) 0.11% -0.001 pp 0.36% +0.071 pp USD4.67 +267.5% 21 qtrs
63 JPMORGAN CHASE & CO 56.8K -114.0 (-0.2%) 974.3K +33.9K (+3.6%) 0.14% 0.000 pp 0.00% +0.000 pp USD17.00 +0.9% 33 qtrs
64 VOYA INVESTMENT MANAGEMENT LLC 54.2K +834.0 (+1.6%) 930.1K +47.9K (+5.4%) 0.13% +0.002 pp 0.00% +0.000 pp USD15.30 +12.2% 46 qtrs
65 FRUTH INVESTMENT MANAGEMENT 52.4K +— (+0.0%) 898.0K +33.0K (+3.8%) 0.12% +0.000 pp 0.24% +0.008 pp USD13.41 +28.0% 47 qtrs
66 STATE OF WISCONSIN INVESTMENT BOARD 49.9K +32.6K (+189.1%) 855.8K +570.7K (+200.2%) 0.12% +0.078 pp 0.00% +0.001 pp USD16.62 +3.2% 9 qtrs
67 ALLIANCEBERNSTEIN L.P. 49.2K -355.0 (-0.7%) 843.5K +25.1K (+3.1%) 0.12% -0.001 pp 0.00% +0.000 pp USD19.00 -9.7% 46 qtrs
68 CITADEL ADVISORS LLC 48.6K +16.1K (+49.5%) 834.0K +296.8K (+55.2%) 0.12% +0.038 pp 0.00% +0.000 pp USD16.74 +2.5% 20 qtrs
69 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 47.5K -200.0 (-0.4%) 815.0K +26.0K (+3.3%) 0.11% -0.001 pp 0.00% +0.000 pp USD29.67 -42.2% 45 qtrs
70 AQR CAPITAL MANAGEMENT LLC 44.6K +22.8K (+104.8%) 765.2K +405.2K (+112.6%) 0.11% +0.054 pp 0.00% +0.000 pp USD16.82 +2.0% 23 qtrs
71 WELLS FARGO & COMPANY/MN 44.6K +13.2K (+42.0%) 764.5K +246.0K (+47.4%) 0.11% +0.031 pp 0.00% +0.000 pp USD17.64 -2.7% 46 qtrs
72 FARMERS TRUST CO 43.1K +2.0K (+4.9%) 738.7K +60.2K (+8.9%) 0.10% +0.005 pp 0.12% +0.004 pp USD19.73 -13.0% 7 qtrs
73 BANK OF AMERICA CORP /DE/ 42.3K -26.2K (-38.3%) 726.1K -407.1K (-35.9%) 0.10% -0.063 pp 0.00% +0.000 pp USD16.00 +7.3% 46 qtrs
74 UNISON ADVISORS LLC 42.2K +42.2K (+100.0%) 724.4K +724.4K (+100.0%) 0.10% +0.101 pp 0.06% +0.063 pp USD17.16 +0.0% 1 qtrs NEW
75 CREATIVE PLANNING 41.2K -644.0 (-1.5%) 707.3K +15.3K (+2.2%) 0.10% -0.002 pp 0.00% +0.000 pp USD14.55 +17.9% 6 qtrs
76 KEYBANK NATIONAL ASSOCIATION/OH 40.2K +1.0K (+2.6%) 690.1K +41.9K (+6.5%) 0.10% +0.002 pp 0.00% +0.000 pp USD16.85 +1.8% 46 qtrs
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 36.0K -26.0 (-0.1%) 618.1K +22.3K (+3.7%) 0.09% 0.000 pp 0.00% +0.000 pp USD24.32 -29.4% 46 qtrs
78 QUANTINNO CAPITAL MANAGEMENT LP 35.9K +5.6K (+18.5%) 616.3K +115.3K (+23.0%) 0.09% +0.013 pp 0.00% 0.000 pp USD15.07 +13.9% 4 qtrs
79 STRS OHIO 34.8K -3.4K (-8.9%) 597.2K -34.3K (-5.4%) 0.08% -0.008 pp 0.00% 0.000 pp USD15.63 +9.8% 18 qtrs
80 PRUDENTIAL FINANCIAL INC 34.1K -111.1K (-76.5%) 585.1K -1.8M (-75.6%) 0.08% -0.265 pp 0.00% -0.002 pp USD14.61 +17.5% 46 qtrs
81 BOSTON PARTNERS 31.7K -6.7K (-17.4%) 544.2K -90.7K (-14.3%) 0.08% -0.016 pp 0.00% 0.000 pp USD17.19 -0.2% 18 qtrs
82 COMERICA BANK 31.0K -2.6K (-7.8%) 532.1K -24.0K (-4.3%) 0.07% -0.006 pp 0.00% +0.000 pp USD17.67 -2.9% 10 qtrs
83 GREAT WEST LIFE ASSURANCE CO /CAN/ 30.0K +— (+0.0%) 514.0K +23.0K (+4.7%) 0.07% +0.000 pp 0.00% +0.000 pp USD15.25 +12.5% 46 qtrs
84 TEACHER RETIREMENT SYSTEM OF TEXAS 29.1K -2.0K (-6.4%) 499.3K -14.4K (-2.8%) 0.07% -0.005 pp 0.00% 0.000 pp USD16.53 +3.8% 4 qtrs
85 DEUTSCHE BANK AG\ 28.6K +257.0 (+0.9%) 491.5K +22.3K (+4.8%) 0.07% +0.001 pp 0.00% +0.000 pp USD15.44 +11.1% 46 qtrs
86 INSPIRE INVESTING, LLC 27.4K -277.0 (-1.0%) 470.0K +12.7K (+2.8%) 0.07% -0.001 pp 0.04% -0.002 pp USD19.23 -10.8% 10 qtrs
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27.0K +14.3K (+112.4%) 464.1K +253.6K (+120.5%) 0.06% +0.034 pp 0.00% +0.000 pp USD15.65 +9.6% 21 qtrs
88 THRIVENT FINANCIAL FOR LUTHERANS 24.6K -1.3K (-5.2%) 422.0K -7.0K (-1.6%) 0.06% -0.003 pp 0.00% 0.000 pp USD15.48 +10.9% 42 qtrs
89 ALGERT GLOBAL LLC 23.6K +— (+0.0%) 405.0K +15.0K (+3.8%) 0.06% +0.000 pp 0.01% 0.000 pp USD16.53 +3.8% 2 qtrs
90 RAYMOND JAMES FINANCIAL INC 23.6K -1.1K (-4.6%) 404.3K -4.0K (-1.0%) 0.06% -0.003 pp 0.00% +0.000 pp USD14.07 +22.0% 5 qtrs
91 LPL FINANCIAL LLC 23.2K -596.0 (-2.5%) 398.8K +4.8K (+1.2%) 0.06% -0.001 pp 0.00% +0.000 pp USD16.23 +5.7% 19 qtrs
92 METLIFE INVESTMENT MANAGEMENT, LLC 23.1K +— (+0.0%) 396.9K +14.6K (+3.8%) 0.06% +0.000 pp 0.00% +0.000 pp USD16.08 +6.7% 20 qtrs
93 FRANKLIN RESOURCES INC 22.0K +195.0 (+0.9%) 378.3K +17.1K (+4.7%) 0.05% +0.001 pp 0.00% +0.000 pp USD19.14 -10.3% 11 qtrs
94 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 20.7K +20.7K (+100.0%) 355.0K +355.0K (+100.0%) 0.05% +0.049 pp 0.08% +0.080 pp USD17.16 +0.0% 1 qtrs NEW
95 STATE OF ALASKA, DEPARTMENT OF REVENUE 19.7K -68.0 (-0.3%) 338.0K +11.0K (+3.4%) 0.05% 0.000 pp 0.00% +0.000 pp USD10.64 +61.3% 37 qtrs
96 FIRST CITIZENS BANK & TRUST CO 19.3K -285.0 (-1.5%) 331.5K +7.5K (+2.3%) 0.05% -0.001 pp 0.01% 0.000 pp USD15.41 +11.4% 3 qtrs
97 PNC FINANCIAL SERVICES GROUP, INC. 19.0K +101.0 (+0.5%) 325.4K +13.6K (+4.4%) 0.05% +0.000 pp 0.00% +0.000 pp USD14.13 +21.4% 46 qtrs
98 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 18.9K +4.0K (+26.6%) 324.0K +77.4K (+31.4%) 0.05% +0.009 pp 0.00% +0.000 pp USD18.50 -7.2% 15 qtrs
99 ENVESTNET PORTFOLIO SOLUTIONS, INC. 18.6K -258.0 (-1.4%) 319.1K +7.5K (+2.4%) 0.04% -0.001 pp 0.00% +0.000 pp USD15.41 +11.4% 3 qtrs
100 ILLINOIS MUNICIPAL RETIREMENT FUND 18.4K -871.0 (-4.5%) 316.6K -2.8K (-0.9%) 0.04% -0.002 pp 0.00% 0.000 pp USD21.35 -19.6% 10 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Ballast Small/Mid Cap ETF MGMT 2.15% 3.23M 1.10%
2 State Street SPDR S&P Metals & Mining ETF XME 0.43% 17.95M 0.35%
3 Global X - U.S. Infrastructure Development ETF PAVE 0.26% 36.03M 0.47%
4 Vanguard S&P Small-Cap 600 Value ETF VIOV 0.08% 1.56M 0.10%
5 State Street SPDR S&P 600 Small Cap Value ETF SLYV 0.08% 3.64M 0.15%
6 Dimensional - US Small Cap Value ETF DFSV 0.05% 4.30M 0.30%
7 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.05% 4.89M 0.25%
8 Nuveen ESG Small-Cap ETF NUSC 0.05% 638.8K 0.31%
9 U.S. Micro Cap Portfolio ETF DFMC 0.05% 3.74M 0.43%
10 Vanguard Materials ETF VAW 0.05% 2.03M 0.09%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
10
Sells
0
Shares acquired
70.9K
Shares disposed
Cash buys
Cash sales
Net activity
+70,900
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 WOTRING RANDALL A Director A-Award A Common Shares 7,090 0.00 128,235 D
2026-04-30 Rankin Jamy P. Director A-Award A Common Shares 7,090 0.00 27,365 D
2026-04-30 RICE RONALD A Director A-Award A Common Shares 7,090 0.00 151,818 D
2026-04-30 Misheff Donald T Director A-Award A Common Shares 7,090 0.00 123,957 D
2026-04-30 Miller Melissa M Director A-Award A Common Shares 7,090 0.00 22,165 D
2026-04-30 Jones Ellis Allen Director A-Award A Common Shares 7,090 0.00 42,955 D
2026-04-30 Garcia Ken V Director A-Award A Common Shares 7,090 0.00 95,955 D
2026-04-30 Edwards Randall H Director A-Award A Common Shares 7,090 0.00 120,555 D
2026-04-30 Chirekos Nicholas J. Director A-Award A Common Shares 7,090 0.00 36,170 D
2026-04-30 Baker Mary Ellen Director A-Award A Common Shares 7,090 0.00 36,170 D
2026-03-31 Garcia Ken V Director A-Award A Phantom Shares 1,683 0.00 26,305 D
2026-03-02 Zaranec John M Officer A-Award A Common Shares 16,100 0.00 51,060 D
2026-03-02 Yacobozzi Nicholas A Officer A-Award A Common Stock 6,500 0.00 54,043 D
2026-03-02 Williams Michael S Director / Officer A-Award A Common Shares 78,100 0.00 734,858 D
2026-03-02 WESTBROOKS KRISTOPHER R Officer A-Award A Common Shares 29,100 0.00 214,077 D
2026-03-02 SYRVALIN KRISTINE C Officer A-Award A Common Shares 20,100 0.00 106,078 D
2026-03-02 Raketich Kevin A Officer A-Award A Common Shares 20,100 0.00 133,160 D
2026-03-01 Yacobozzi Nicholas A Officer F-InKind D Common Stock 2,842 17.00 48.3K 47,543 D
2026-03-01 Williams Michael S Director / Officer F-InKind D Common Shares 29,124 17.00 495.1K 656,758 D
2026-03-01 WESTBROOKS KRISTOPHER R Officer F-InKind D Common Shares 8,207 17.00 139.5K 184,977 D
2026-03-01 SYRVALIN KRISTINE C Officer F-InKind D Common Shares 7,270 17.00 123.6K 85,978 D
2026-03-01 Raketich Kevin A Officer F-InKind D Common Shares 5,121 17.00 87.1K 113,060 D
2026-02-11 Yacobozzi Nicholas A Officer F-InKind D Common Stock 1,536 21.51 33.0K 50,385 D
2026-02-11 Williams Michael S Director / Officer A-Award A Common Shares 40,278 0.00 704,318 D
2026-02-11 WESTBROOKS KRISTOPHER R Officer A-Award A Common Shares 7,563 0.00 196,639 D
2026-02-11 SYRVALIN KRISTINE C Officer A-Award A Common Shares 6,700 0.00 96,610 D
2026-02-11 Raketich Kevin A Officer A-Award A Common Shares 7,111 0.00 120,466 D
2026-02-04 Williams Michael S Director / Officer S-Sale D Common Shares 13,713 21.28 291.8K 664,040 D
2026-02-04 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 2,128 21.28 45.3K 189,076 D
2026-02-03 Williams Michael S Director / Officer S-Sale D Common Shares 19,017 21.03 399.9K 677,753 D
2026-02-03 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 2,951 21.03 62.1K 189,076 D
2026-01-15 Williams Michael S Director / Officer S-Sale D Common Shares 603 21.00 12.7K 696,770 D
2026-01-15 WESTBROOKS KRISTOPHER R Officer M-Exempt A Common Shares 93 12.45 1.2K 189,169 D
2026-01-14 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 10,932 20.06 219.3K 189,076 D
2026-01-09 Williams Michael S Director / Officer S-Sale D Common Shares 4,835 19.11 92.4K 697,373 D
2026-01-08 Williams Michael S Director / Officer S-Sale D Common Shares 14,462 19.10 276.2K 702,208 D
2026-01-02 Raketich Kevin A Officer M-Exempt A Common Shares 8,200 7.46 61.2K 113,355 D
2025-12-31 Garcia Ken V Director A-Award A Phantom Shares 1,530 0.00 24,622 D
2025-12-18 Williams Michael S Director / Officer S-Sale D Common Shares 5,609 19.07 107.0K 716,670 D
2025-12-17 Williams Michael S Director / Officer S-Sale D Common Shares 8,428 19.04 160.5K 722,279 D
2025-09-30 Garcia Ken V Director A-Award A Phantom Shares 1,588 0.00 23,092 D
2025-07-23 Yacobozzi Nicholas A Officer S-Sale D Common Stock 21,974 18.00 395.5K 48,889 D
2025-07-23 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 4,000 18.00 72.0K 193,076 D
2025-07-23 SYRVALIN KRISTINE C Officer S-Sale D Common Shares 7,500 18.00 135.0K 89,910 D
2025-07-02 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 4,000 16.00 64.0K 197,076 D
2025-07-02 SYRVALIN KRISTINE C Officer S-Sale D Common Shares 7,500 16.00 120.0K 97,410 D
2025-06-30 Garcia Ken V Director A-Award A Phantom Shares 1,703 0.00 21,504 D
2025-06-16 Zaranec John M Officer A-Award A Common Shares 34,960 0.00 34,960 D
2025-05-19 Yacobozzi Nicholas A Officer A-Award A Common Stock 22,520 0.00 70,863 D
2025-05-07 WOTRING RANDALL A Director A-Award A Common Shares 9,305 0.00 121,145 D
2025-05-07 Rankin Jamy P. Director A-Award A Common Shares 9,305 0.00 20,275 D
2025-05-07 RICE RONALD A Director A-Award A Common Shares 9,305 0.00 144,728 D
2025-05-07 Misheff Donald T Director A-Award A Common Shares 9,305 0.00 116,867 D
2025-05-07 Miller Melissa M Director A-Award A Common Shares 9,305 0.00 15,075 D
2025-05-07 Jones Ellis Allen Director A-Award A Common Shares 9,305 0.00 35,865 D
2025-05-07 Garcia Ken V Director A-Award A Common Shares 9,305 0.00 88,865 D
2025-05-07 Edwards Randall H Director A-Award A Common Shares 9,305 0.00 113,465 D
2025-05-07 Chirekos Nicholas J. Director A-Award A Common Shares 9,305 0.00 29,080 D
2025-05-07 Baker Mary Ellen Director A-Award A Common Shares 9,305 0.00 29,080 D
2025-03-31 Garcia Ken V Director A-Award A Phantom Shares 1,965 0.00 19,801 D
2025-03-07 Yacobozzi Nicholas A Officer A-Award A Common Stock 8,000 0.00 48,343 D
2025-03-07 Williams Michael S Director / Officer A-Award A Common Shares 95,900 0.00 730,707 D
2025-03-07 WESTBROOKS KRISTOPHER R Officer A-Award A Common Shares 32,200 0.00 201,076 D
2025-03-07 SYRVALIN KRISTINE C Officer A-Award A Common Shares 24,700 0.00 104,910 D
2025-03-07 Raketich Kevin A Officer A-Award A Common Shares 24,700 0.00 105,155 D
2025-03-01 Yacobozzi Nicholas A Officer F-InKind D Common Stock 3,566 14.44 51.5K 40,343 D
2025-03-01 Williams Michael S Director / Officer F-InKind D Common Shares 33,514 14.44 483.9K 634,807 D
2025-03-01 WESTBROOKS KRISTOPHER R Officer F-InKind D Common Shares 10,884 14.44 157.2K 168,876 D
2025-03-01 SYRVALIN KRISTINE C Officer F-InKind D Common Shares 6,168 14.44 89.1K 80,210 D
2025-03-01 Raketich Kevin A Officer F-InKind D Common Shares 4,007 14.44 57.9K 80,455 D
2025-02-27 ELLWOOD GROUP INVESTMENT CORP 10% Owner Common Shares 0 0.00 4,285,026 D
2025-02-11 Yacobozzi Nicholas A Officer A-Award A Common Stock 6,100 0.00 46,999 D
2025-02-11 Williams Michael S Director / Officer F-InKind D Common Shares 27,024 15.61 421.8K 668,321 D
2025-02-11 WESTBROOKS KRISTOPHER R Officer F-InKind D Common Shares 9,082 15.61 141.8K 179,760 D
2025-02-11 SYRVALIN KRISTINE C Officer F-InKind D Common Shares 5,352 15.61 83.5K 86,378 D
2025-02-11 Raketich Kevin A Officer F-InKind D Common Shares 3,649 15.61 57.0K 84,462 D
2024-12-31 Garcia Ken V Director A-Award A Phantom Shares 1,858 0.00 17,836 D
2024-09-30 Garcia Ken V Director A-Award A Phantom Shares 1,770 0.00 15,978 D
2024-08-14 Raketich Kevin A Officer S-Sale D Common Shares 1,000 16.66 16.7K 77,551
2024-07-16 WESTBROOKS KRISTOPHER R Officer M-Exempt D Nonqualified Stock Option (Right to buy) 1,760 14.34 25.2K 5,280
2024-07-16 Raketich Kevin A Officer S-Sale D Common Shares 2,000 23.00 46.0K 78,551
2024-07-15 Raketich Kevin A Officer S-Sale D Common Shares 1,000 21.06 21.1K 80,551
2024-06-28 Garcia Ken V Director A-Award A Phantom Shares 1,221 0.00 14,208
2024-06-14 Raketich Kevin A Officer S-Sale D Common Shares 1,000 21.14 21.1K 81,551
2024-05-20 Williams Michael S Director / Officer S-Sale D Common Shares 28,907 24.09 696.4K 636,225
2024-05-20 SYRVALIN KRISTINE C Officer S-Sale D Common Shares 4,505 24.00 108.1K 80,850
2024-05-16 Williams Michael S Director / Officer S-Sale D Common Shares 16,355 23.00 376.2K 665,132
2024-05-16 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 3,321 23.00 76.4K 177,921
2024-05-15 Williams Michael S Director / Officer S-Sale D Common Shares 5,919 23.02 136.2K 681,487
2024-05-15 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 2,310 23.02 53.2K 181,242
2024-05-15 Raketich Kevin A Officer S-Sale D Common Shares 1,000 23.00 23.0K 82,551
2024-05-14 Raketich Kevin A Officer S-Sale D Common Shares 1,000 22.04 22.0K 83,551
2024-05-10 Williams Michael S Director / Officer S-Sale D Common Shares 6,633 23.07 153.0K 687,406
2024-05-10 WESTBROOKS KRISTOPHER R Officer M-Exempt A Common Shares 8,274 12.45 103.0K 194,474
2024-05-10 Raketich Kevin A Officer S-Sale D Common Shares 2,000 23.00 46.0K 84,551
2024-05-07 WOTRING RANDALL A Director A-Award A Common Shares 5,770 0.00 111,840
2024-05-07 Rankin Jamy P. Director A-Award A Common Shares 5,770 0.00 10,970
2024-05-07 RICE RONALD A Director A-Award A Common Shares 5,770 0.00 135,423
2024-05-07 Misheff Donald T Director A-Award A Common Shares 5,770 0.00 107,562
2024-05-07 Miller Melissa M Director D Common Shares 0 0.00 0
2024-05-07 Jones Ellis Allen Director A-Award A Common Shares 5,770 0.00 26,560
2024-05-07 Garcia Ken V Director A-Award A Common Shares 5,770 0.00 79,560
2024-05-07 Edwards Randall H Director A-Award A Common Shares 5,770 0.00 104,160
2024-05-07 Chirekos Nicholas J. Director A-Award A Common Shares 5,770 0.00 19,775
2024-05-07 Baker Mary Ellen Director A-Award A Common Shares 5,770 0.00 19,775
2024-04-15 Raketich Kevin A Officer S-Sale D Common Shares 1,000 21.73 21.7K 86,551
2024-03-29 Garcia Ken V Director A-Award A Phantom Shares 1,011 0.00 12,987
2024-03-27 Williams Michael S Director / Officer S-Sale D Common Shares 28,907 22.02 636.6K 694,039
2024-03-27 SYRVALIN KRISTINE C Officer S-Sale D Common Shares 4,503 22.00 99.1K 85,355
2024-03-14 Raketich Kevin A Officer S-Sale D Common Shares 1,000 21.08 21.1K 87,551
2024-03-13 Williams Michael S Director / Officer S-Sale D Common Shares 15,619 21.14 330.2K 722,946
2024-03-11 Williams Michael S Director / Officer S-Sale D Common Shares 1,735 21.00 36.4K 738,565
2024-03-05 Yacobozzi Nicholas A Officer S-Sale D Common Stock 17,257 20.07 346.4K 40,899
2024-03-04 Williams Michael S Director / Officer S-Sale D Common Shares 17,354 20.37 353.5K 740,300
2024-03-04 WESTBROOKS KRISTOPHER R Officer S-Sale D Common Shares 16,558 20.37 337.2K 186,200
2024-03-04 SYRVALIN KRISTINE C Officer S-Sale D Common Shares 9,005 20.37 183.5K 89,858
2024-03-04 Raketich Kevin A Officer S-Sale D Common Shares 10,354 20.37 210.9K 88,551
2024-03-01 Yacobozzi Nicholas A Officer A-Award A Common Stock 5,400 0.00 64,007
2024-03-01 Williams Michael S Director / Officer A-Award A Common Shares 63,400 0.00 757,654
2024-03-01 WESTBROOKS KRISTOPHER R Officer F-InKind D Common Shares 18,322 20.66 378.5K 202,758
2024-03-01 SYRVALIN KRISTINE C Officer F-InKind D Common Shares 10,159 20.66 209.9K 98,863
2024-03-01 Raketich Kevin A Officer F-InKind D Common Shares 5,851 20.66 120.9K 98,905
2024-02-27 WESTBROOKS KRISTOPHER R Officer M-Exempt A Common Shares 11,812 5.26 62.1K 216,392

Executive team

Top executives
EBIT / Employee
2.0K
Shares Outstanding
41.73M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael S. Williams Chief Executive Officer 902.7K 3.87M 1.02M 77.7K 5.86M 65.92%
2 2025 Kristopher R. Westbrooks President and Chief Operating Officer 576.9K 1.02M 490.4K 49.5K 2.14M 47.71%
3 2025 Kristine C. Syrvalin Executive Vice President, General Counsel and Chief Human Resources Officer 407.6K 781.5K 271.5K 47.7K 1.51M 51.81%
4 2025 Kevin A. Raketich Executive Vice President and Chief Commercial Officer 356.8K 781.5K 237.8K 57.7K 1.43M 54.51%
5 2025 John M. Zaranec III Executive Vice President and Chief Financial Officer 243.8K 100.0K 495.4K 162.4K 7.9K 1.01M 49.08%
6 2024 Michael S. Williams Chief Executive Officer 866.7K 3.09M 257.4K 45.2K 4.26M 72.55%
7 2024 Michael S. Williams CEO and President 866.7K 3.09M 257.4K 45.2K 4.26M 72.55%
8 2024 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 504.4K 649.9K 112.3K 24.8K 1.29M 50.33%
9 2024 Kristopher R. Westbrooks President and Chief Operating Officer 504.4K 649.9K 112.3K 24.8K 1.29M 50.33%
10 2024 Kevin A. Raketich Executive Vice President and Chief Commercial Officer 342.8K 610.5K 61.1K 49.5K 1.06M 57.39%
11 2024 Kristine C. Syrvalin Executive Vice President, General Counsel and Chief Human Resources Officer 386.0K 575.1K 68.8K 28.6K 1.06M 54.33%
12 2023 Michael S. Williams CEO and President 827.7K 5.28M 827.7K 43.2K 6.97M 75.64%
13 2023 Michael S. Williams Chief Executive Officer 827.7K 5.28M 827.7K 43.2K 6.97M 75.64%
14 2023 Kristopher R. Westbrooks President and Chief Operating Officer 482.1K 1.66M 361.6K 22.6K 2.53M 65.72%
15 2023 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 482.1K 1.66M 361.6K 22.6K 2.53M 65.72%
16 2023 Kevin A. Raketich Executive Vice President and Chief Commercial Officer 326.4K 1.62M 195.9K 103.8K 2.24M 72.07%
17 2023 Kristine C. Syrvalin Executive Vice President, General Counsel and Chief Human Resources Officer 356.1K 1.57M 213.7K 24.1K 2.17M 72.59%
18 2022 Michael S. Williams CEO and President 800.0K 3.16M 600.8K 41.9K 4.60M 68.66%
19 2022 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 460.7K 1.03M 242.2K 27.8K 1.76M 58.42%
20 2022 Kristine C. Syrvalin Executive Vice President, General Counsel and Chief Human Resources Officer 323.8K 581.8K 147.1K 15.3K 1.07M 54.48%
21 2022 Kevin A. Raketich Executive Vice President and Chief Commercial Officer 307.1K 564.7K 126.9K 27.2K 1.03M 55.04%
22 2021 Michael S. Williams CEO and President 800.0K 4.59M 1.67M 95.9K 7.16M 64.14%
23 2021 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 445.7K 795.5K 652.0K 22.7K 1.92M 41.52%
24 2021 William P. Bryan Former Executive Vice President, Manufacturing and Supply Chain 111.1K 336.7K 105.6K 969.5K 1.52M 22.11%
25 2021 Thomas D. Moline Former Executive Vice President, Commercial Operations 111.1K 336.7K 105.6K 664.6K 1.22M 27.64%
26 2021 Kristine C. Syrvalin Executive Vice President, General Counsel and Secretary 300.0K 441.1K 285.0K 18.0K 1.04M 42.24%
27 2021 Kristine C. Syrvalin Executive Vice President, General Counsel and Chief Human Resources Officer 300.0K 441.1K 285.0K 18.0K 1.04M 42.24%
28 2021 Kevin A. Raketich Executive Vice President, Sales, Marketing & Business Development 292.6K 254.0K 269.1K 17.0K 832.7K 30.50%
29 2021 Kevin A. Raketich Executive Vice President and Chief Commercial Officer 292.6K 254.0K 269.1K 17.0K 832.7K 30.50%
30 2020 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 361.1K 317.8K 137.8K 201.2K 864.9K 1.88M 24.20%
31 2020 Terry L. Dunlap Interim CEO and President 1.22M 500.0K 108.5K 46.3K 1.87M 5.79%
32 2020 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 370.1K 479.7K 185.1K 264.7K 13.1K 1.31M 50.64%
33 2020 Thomas D. Moline Executive Vice President, Commercial Operations 274.0K 180.5K 78.3K 127.2K 248.0K 908.0K 28.50%
34 2020 Thomas D. Moline Former Executive Vice President, Commercial Operations 274.0K 180.5K 78.3K 127.2K 248.0K 908.0K 28.50%
35 2020 William P. Bryan Former Executive Vice President, Manufacturing and Supply Chain 274.0K 180.5K 78.3K 127.2K 232.7K 892.6K 28.99%
36 2020 William P. Bryan Executive Vice President, Manufacturing and Supply Chain 274.0K 180.5K 78.3K 127.2K 232.7K 892.6K 28.99%
37 2019 Ward J. “Tim” Timken, Jr. Former Chairman, CEO and President 703.9K 2.03M 510.8K 8.67M 11.92M 21.36%
38 2019 Terry L. Dunlap Interim CEO and President 376.7K 1.09M 15.5K 1.48M 73.46%
39 2019 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 401.8K 425.8K 183.4K 24.1K 1.04M 58.85%
40 2019 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 392.0K 317.5K 136.3K 30.5K 876.3K 51.78%
41 2019 William P. Bryan Former Executive Vice President, Manufacturing and Supply Chain 297.4K 180.5K 77.6K 297.6K 853.1K 30.25%
42 2019 William P. Bryan Executive Vice President, Manufacturing and Supply Chain 297.4K 180.5K 77.6K 297.6K 853.1K 30.25%
43 2019 Thomas D. Moline Former Executive Vice President, Commercial Operations 297.4K 180.5K 77.6K 285.7K 841.2K 30.68%
44 2019 Thomas D. Moline Executive Vice President, Commercial Operations 297.4K 180.5K 77.6K 285.7K 841.2K 30.68%
45 2018 Ward J. “Tim” Timken, Jr. Chairman, CEO and President 886.8K 1.91M 1.51M 309.9K 125.4K 4.74M 72.09%
46 2018 Ward J. “Tim” Timken, Jr. Former Chairman, CEO and President 886.8K 1.91M 1.51M 309.9K 125.4K 4.74M 72.09%
47 2018 Christopher J. Holding Former Executive Vice President and Chief Financial Officer 282.4K 472.2K 195.5K 80.6K 1.03M 2.06M 32.36%
48 2018 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 380.6K 351.3K 145.5K 138.3K 47.2K 1.06M 46.74%
49 2018 William P. Bryan Executive Vice President, Manufacturing and Supply Chain 288.7K 198.8K 82.8K 92.5K 26.1K 689.0K 40.88%
50 2018 Thomas D. Moline Executive Vice President, Commercial Operations 288.7K 198.8K 82.8K 87.4K 20.8K 678.6K 41.50%
51 2018 Kristopher R. Westbrooks Executive Vice President and Chief Financial Officer 106.1K 106.1K 45.6K 45.0K 3.1K 305.9K 49.60%
52 2017 Ward J. “Tim” Timken, Jr. Chairman, CEO and President 865.2K 1.88M 1.46M 358.4K 1.55M 6.11M 54.65%
53 2017 Ward J. “Tim” Timken, Jr. Former Chairman, CEO and President 865.2K 1.88M 1.46M 358.4K 1.55M 6.11M 54.65%
54 2017 Ward J. Timken, Jr. Chairman, CEO and President 865.2K 1.88M 1.46M 358.4K 1.55M 6.11M 54.65%
55 2017 Christopher J. Holding Former Executive Vice President and Chief Financial Officer 376.7K 450.5K 188.9K 91.0K 40.0K 1.15M 55.74%
56 2017 Christopher J. Holding Executive Vice President and Chief Financial Officer 376.7K 450.5K 188.9K 91.0K 40.0K 1.15M 55.74%
57 2017 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 369.5K 286.3K 119.8K 76.5K 39.1K 891.3K 45.57%
58 2017 Thomas D. Moline Executive Vice President, Commercial Operations 271.8K 190.3K 79.9K 46.9K 177.8K 766.6K 35.24%
59 2017 William P. Bryan Executive Vice President, Manufacturing and Supply Chain 264.0K 143.2K 59.9K 43.0K 174.6K 684.7K 29.66%
60 2016 Ward J. Timken, Jr. Chairman, CEO and President 865.2K 1.23M 988.7K 207.6K 1.17M 4.47M 49.76%
61 2016 Ward J. “Tim” Timken, Jr. Chairman, CEO and President 865.2K 1.23M 988.7K 207.6K 1.17M 4.47M 49.76%
62 2016 Ward J. Timken, Jr. Chairman, CEO & President 865.2K 1.23M 988.7K 207.6K 1.17M 4.47M 49.76%
63 2016 Donald L. Walker Executive VP HR & Org Advancement 271.4K 156.7K 82.7K 32.6K 682.2K 1.23M 19.53%
64 2016 Christopher J. Holding Executive Vice President & Chief Financial Officer 367.5K 272.3K 142.9K 51.5K 30.0K 864.2K 48.05%
65 2016 Christopher J. Holding Executive Vice President and Chief Financial Officer 367.5K 272.3K 142.9K 51.5K 30.0K 864.2K 48.05%
66 2016 Christopher J. Holding Former Executive Vice President and Chief Financial Officer 367.5K 272.3K 142.9K 51.5K 30.0K 864.2K 48.05%
67 2016 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 360.5K 171.6K 90.4K 43.3K 30.7K 696.4K 37.62%
68 2015 Ward J. Timken, Jr. Chairman, CEO and President 865.2K 2.17M 960.5K 193.6K 4.19M 74.72%
69 2015 Ward J. Timken, Jr. Chairman, CEO & President 865.2K 2.17M 960.5K 193.6K 4.19M 74.72%
70 2015 Christopher J. Holding Executive Vice President & Chief Financial Officer 364.6K 333.5K 147.6K 61.7K 907.4K 53.02%
71 2015 Christopher J. Holding Executive Vice President and Chief Financial Officer 364.6K 333.5K 147.6K 61.7K 907.4K 53.02%
72 2015 Donald L. Walker Executive VP HR & Org Advancement 365.0K 243.6K 108.2K 74.5K 791.3K 44.46%
73 2015 Donald L. Walker Executive VP-HR & Org Advancement 365.0K 243.6K 108.2K 74.5K 791.3K 44.46%
74 2015 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 358.8K 203.0K 91.0K 50.6K 703.4K 41.80%
75 2014 Ward J. Timken, Jr. Chairman, CEO & President 865.2K 2.10M 2.47M 1.21M 2.76M 9.41M 48.61%
76 2014 Donald L. Walker Executive VP-HR & Org Advancement 365.0K 324.7K 248.4K 255.3K 1.03M 2.23M 25.74%
77 2014 Donald L. Walker Executive VP HR & Org Advancement 365.0K 324.7K 248.4K 255.3K 1.03M 2.23M 25.74%
78 2014 Christopher J. Holding Executive Vice President & Chief Financial Officer 297.7K 315.0K 278.3K 215.0K 41.7K 1.15M 51.69%
79 2014 Frank A. DiPiero Executive Vice President, General Counsel and Secretary 313.5K 156.7K 151.6K 206.4K 20.8K 849.1K 36.31%
80 2013 Ward J. Timken, Jr. Chairman, CEO & President 865.2K 1.32M 1.99M 1.90M 198.4K 6.26M 52.74%
81 2013 Donald L. Walker Executive VP-HR & Org Advancement 362.7K 635.9K 186.0K 388.9K 36.6K 1.61M 51.05%
82 2013 Christopher J. Holding Executive Vice President & Chief Financial Officer 214.3K 112.5K 77.0K 126.6K 31.9K 562.3K 33.70%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-12 DEFA14A
2026-03-12 DEF 14A
2025-03-13 DEFA14A
2025-03-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-01 8-K
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4

Executive team

NameTitleCompensationGender
Michael S. Williams Chief Executive Officer & Director 2M male
Kristopher R. Westbrooks President & Chief Operating Officer 1M male
Kristine C. Syrvalin Executive Vice President, General Counsel & Chief Human Resources Officer 726.8K female
Kevin A. Raketich Executive VP & Chief Commercial Officer 637.6K male
John Zaranec Executive Vice President & Chief Financial Officer 514.0K male
Jennifer K. Beeman Director of Communications & Investor Relations female
Nicholas A. Yacobozzi Corporate Controller, Chief Accounting Officer & Principal Accounting Officer male
ESG Rating
B+
STEEL
2026
E (Environmental)
78.5 / 68.9
Company / Sector avg.
S (Social)
89.4 / 78.0
Company / Sector avg.
G (Governance)
77.9 / 72.3
Company / Sector avg.
ESG Total
81.9 / 73.1
Company / Sector avg.
ESG Score History STEEL
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