NCR Atleos Corporation (NATL)
Atlanta, GA, US
NCR Atleos Corporation operates as a prominent financial technology firm, specializing in delivering self-service financial solutions. The company serves a diverse global clientele, encompassing financial institutions, merchants, manufacturers, retailers, and individual consumers throughout the United States, the broader Americas, Europe, the Middle East, Africa, and the Asia Pacific region. Its business is structured into three primary segments: Self-Service Banking, Network, and Telecommunications & Technology (T&T). Under the Self-Service Banking segment, NCR Atleos provides a full spectrum of automated teller machine (ATM) hardware and software. This is supported by an array of services, including installation, continuous maintenance, and both managed and professional support. Additionally, it offers an "ATM as a Service" model, where it comprehensively manages and operates ATMs for financial institutions, covering back-office functions, cash management, software administration, and unit deployment. The Network segment features an extensive infrastructure of ATMs and versatile financial services kiosks, catering to financial institutions, fintech companies, neobanks, and retailers. A significant offering is the Allpoint network, which enables cash withdrawal and deposit access for a broad range of providers, such as credit unions, banks, digital banks, fintechs, and issuers of stored-value debit cards. This segment also encompasses ATM branding services, complete ATM management for retailers and other businesses, and the LibertyX solution, which empowers consumers to buy and sell Bitcoin. Lastly, the Telecommunications & Technology (T&T) segment focuses on providing managed network and infrastructure services to enterprise clients across various sectors. These services are often delivered in collaboration with communications service providers and technology manufacturers. It also extends professional, on-site, and remote support for advanced network technologies, including software-defined wide area networking (SD-WAN), network functions virtualization (NFV), wireless local area networks (WLAN), optical networking, and edge networks. NCR Atleos Corporation was founded in 1884 and its corporate headquarters are located in Atlanta, Georgia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.04% | -0.99% | -0.88% | +6.13% | +20.32% | +14.96% | +61.13% | +95.76% | +95.76% | +95.76% | +95.76% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
50.40
+9.0%
|
| Last Year | 1 |
50.40
+9.0%
|
| All Time | 5 |
36.28
-21.5%
|
-
Revenue growth Software - Application: +13.0%+0.9% Q1'26: +6.4% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+74.0% ★ Q1'26: +26.1% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+5.4% Q1'26: -3.5% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+10.5% ★ Q1'26: +8.1% (vs Q1'25)
-
ROIC Software - Application: +7.5%+230.1% ★ Q1'26: +118.5% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+1.9% Q1'26: +0.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×0.31× Q1'26: 0.37× (vs Q1'25)
* 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.
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 1 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
4.19B
est: 4.26B (-1.5%)
|
4.32B
est: 4.31B (+0.1%)
|
4.35B
est: 4.35B (+0.1%)
|
4.50B
4.49B – 4.51B
+3.4% YoY
|
4.69B
4.66B – 4.72B
+4.1% YoY
|
4.99B
4.92B – 5.06B
+6.4% YoY
|
| EBITDA |
451.00M
est: 872.58M (-48.3%)
|
449.00M
est: 884.33M (-49.2%)
|
736.00M
est: 892.38M (-17.5%)
|
922.92M
920.86M – 924.98M
+3.4% YoY
|
961.12M
954.89M – 967.35M
+4.1% YoY
|
1.02B
1.01B – 1.04B
+6.4% YoY
|
| EBIT |
197.00M
est: 650.74M (-69.7%)
|
448.00M
est: 659.50M (-32.1%)
|
459.00M
est: 665.50M (-31.0%)
|
688.27M
686.74M – 689.81M
+3.4% YoY
|
716.76M
712.12M – 721.41M
+4.1% YoY
|
762.81M
752.46M – 773.15M
+6.4% YoY
|
| Net Income |
-134.00M
est: -190.36M (+29.6%)
|
91.00M
est: 237.44M (-61.7%)
|
162.00M
est: 302.93M (-46.5%)
|
347.79M
346.74M – 348.84M
+14.8% YoY
|
401.65M
397.38M – 405.92M
+15.5% YoY
|
470.23M
465.05M – 475.04M
+17.1% YoY
|
| SGA |
585.00M
est: 571.80M (+2.3%)
|
458.00M
est: 579.50M (-21.0%)
|
513.00M
est: 584.77M (-12.3%)
|
604.78M
603.43M – 606.13M
+3.4% YoY
|
629.82M
625.74M – 633.90M
+4.1% YoY
|
670.27M
661.18M – 679.37M
+6.4% YoY
|
| EPS |
-1.90
est: -2.51 (+24.4%)
|
1.26
est: 3.14 (-59.9%)
|
2.20
est: 4.01 (-45.2%)
|
4.61
4.59 – 4.61
+14.8% YoY
|
5.32
5.26 – 5.37
+15.4% YoY
|
6.22
6.15 – 6.28
+17.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 5/5 | 3/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 5/5 | 4/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 8.70M | 12.40% | 8.50M | — | 8.70M | — | HC | Delaware | 2023-11-07 | ↗ |
| 2 | 13-4064930 | 7.40M | 10.20% | 6.46M | — | 7.36M | — | IA | Delaware | 2024-09-11 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 7.15M | 10.15% | — | — | — | — | IA | Pennsylvania | 2023-11-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 10.54M +183.5K (+1.8%) | 401.59M -5.4M (-1.3%) | 14.57% +0.488 pp | 0.01% 0.000 pp | USD28.81 +32.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 8.05M -44.1K (-0.5%) | 306.66M -11.4M (-3.6%) | 11.13% +0.122 pp | 0.00% 0.000 pp | USD24.63 +54.7% | 9 qtrs — |
| 3 | ALLIANCEBERNSTEIN L.P. | 3.25M -66.0K (-2.0%) | 123.74M -6.5M (-5.0%) | 4.49% -0.017 pp | 0.04% -0.002 pp | USD28.58 +33.3% | 9 qtrs — |
| 4 | STATE STREET CORP | 2.79M +25.5K (+0.9%) | 106.41M -2.3M (-2.2%) | 3.86% +0.098 pp | 0.00% 0.000 pp | USD25.63 +48.7% | 9 qtrs — |
| 5 | ENGINE CAPITAL MANAGEMENT, LP | 2.58M +172.8K (+7.2%) | 98.38M +3.7M (+3.9%) | 3.57% +0.294 pp | 13.58% +2.342 pp | USD29.23 +30.4% | 7 qtrs — |
| 6 | COLISEUM CAPITAL MANAGEMENT, LLC | 2.57M -132.6K (-4.9%) | 97.99M -8.3M (-7.8%) | 3.56% -0.122 pp | 8.03% -2.351 pp | USD32.11 +18.7% | 4 qtrs — |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 2.48M -142.3K (-5.4%) | 94.38M -8.6M (-8.3%) | 3.43% -0.138 pp | 0.05% -0.007 pp | USD24.91 +53.0% | 9 qtrs — |
| 8 | FMR LLC | 2.42M -141.0K (-5.5%) | 92.08M -8.4M (-8.4%) | 3.34% -0.137 pp | 0.00% -0.001 pp | USD23.65 +61.1% | 9 qtrs — |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.19M -211.5K (-8.8%) | 83.46M -10.9M (-11.6%) | 3.03% -0.238 pp | 0.28% -0.039 pp | USD24.18 +57.6% | 9 qtrs — |
| 10 | BROWN ADVISORY INC | 2.05M -167.6K (-7.6%) | 78.09M -9.0M (-10.4%) | 2.83% -0.182 pp | 0.11% -0.005 pp | USD23.01 +65.6% | 9 qtrs — |
| 11 | FIRST PACIFIC ADVISORS, LP | 2.04M +— (+0.0%) | 77.77M -2.4M (-3.1%) | 2.82% +0.046 pp | 1.02% -0.085 pp | USD22.61 +68.6% | 9 qtrs — |
| 12 | ALTA FOX CAPITAL MANAGEMENT, LLC | 1.95M -23.3K (-1.2%) | 74.35M -3.3M (-4.2%) | 2.70% +0.012 pp | 16.00% -1.307 pp | USD31.05 +22.7% | 3 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.71M +1.8K (+0.1%) | 65.03M -2.0M (-2.9%) | 2.36% +0.041 pp | 0.00% 0.000 pp | USD26.04 +46.4% | 9 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.58M +50.8K (+3.3%) | 60.12M +111.3K (+0.2%) | 2.18% +0.105 pp | 0.01% 0.000 pp | USD25.06 +52.1% | 9 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.40M +157.4K (+12.7%) | 53.31M +4.5M (+9.2%) | 1.93% +0.246 pp | 0.01% +0.001 pp | USD29.45 +29.4% | 9 qtrs — |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.26M -136.3K (-9.8%) | 47.85M -6.9M (-12.5%) | 1.74% -0.157 pp | 0.02% -0.002 pp | USD31.98 +19.2% | 5 qtrs — |
| 17 | MORGAN STANLEY | 1.17M +124.2K (+11.9%) | 44.52M +3.5M (+8.5%) | 1.62% +0.195 pp | 0.00% +0.000 pp | USD27.80 +37.1% | 9 qtrs — |
| 18 | LSV ASSET MANAGEMENT | 1.10M -91.2K (-7.7%) | 41.85M -4.9M (-10.5%) | 1.52% -0.099 pp | 0.09% -0.012 pp | USD24.29 +56.9% | 9 qtrs — |
| 19 | NORTHERN TRUST CORP | 899.1K -40.4K (-4.3%) | 34.27M -2.7M (-7.2%) | 1.24% -0.035 pp | 0.00% 0.000 pp | USD25.61 +48.8% | 9 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 892.6K -329.1K (-26.9%) | 34.02M -14.0M (-29.2%) | 1.23% -0.428 pp | 0.00% -0.002 pp | USD34.36 +10.9% | 9 qtrs — |
| 21 | FOURTH SAIL CAPITAL LP | 881.6K +881.6K (+100.0%) | 33.60M +33.6M (+100.0%) | 1.22% +1.219 pp | 5.39% +5.390 pp | USD38.11 +0.0% | 1 qtrs NEW |
| 22 | NUVEEN, LLC | 804.0K +633.0 (+0.1%) | 30.64M -939.9K (-3.0%) | 1.11% +0.019 pp | 0.01% 0.000 pp | USD28.21 +35.1% | 4 qtrs — |
| 23 | LEAD EDGE CAPITAL MANAGEMENT, LLC | 768.4K -74.9K (-8.9%) | 29.28M -3.9M (-11.7%) | 1.06% -0.085 pp | 7.51% -1.249 pp | USD25.60 +48.9% | 9 qtrs — |
| 24 | CAPITAL INTERNATIONAL INVESTORS | 682.6K +263.7K (+63.0%) | 26.01M +9.5M (+58.0%) | 0.94% +0.374 pp | 0.00% +0.001 pp | USD38.85 -1.9% | 2 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 624.2K +76.1K (+13.9%) | 23.79M +2.2M (+10.4%) | 0.86% +0.118 pp | 0.00% +0.000 pp | USD27.17 +40.3% | 9 qtrs — |
| 26 | CLIFFORD CAPITAL PARTNERS LLC | 621.5K -6.5K (-1.0%) | 23.69M -1.0M (-4.1%) | 0.86% +0.005 pp | 4.02% -0.242 pp | USD23.99 +58.9% | 9 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 469.7K -4.5K (-0.9%) | 17.90M -740.8K (-4.0%) | 0.65% +0.005 pp | 0.00% 0.000 pp | USD25.62 +48.8% | 9 qtrs — |
| 28 | ROYCE & ASSOCIATES LP | 432.4K -53.5K (-11.0%) | 16.48M -2.6M (-13.7%) | 0.60% -0.063 pp | 0.17% -0.023 pp | USD30.13 +26.5% | 6 qtrs — |
| 29 | BARCLAYS PLC | 413.2K +283.1K (+217.6%) | 15.75M +12.0M (+324.2%) | 0.57% +0.395 pp | 0.00% +0.003 pp | USD34.98 +8.9% | 9 qtrs — |
| 30 | GLENMEDE TRUST CO NA | 390.6K +390.6K (+100.0%) | 14.89M +14.9M (+100.0%) | 0.54% +0.540 pp | 0.07% +0.071 pp | USD38.11 +0.0% | 1 qtrs NEW |
| 31 | CRESCENT GROVE ADVISORS, LLC | 388.4K -62.7K (-13.9%) | 14.80M -2.9M (-16.5%) | 0.54% -0.077 pp | 1.37% -0.309 pp | USD25.12 +51.7% | 9 qtrs — |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 384.6K +29.4K (+8.3%) | 14.75M +557.3K (+3.9%) | 0.53% +0.049 pp | 0.02% -0.002 pp | USD39.22 -2.8% | 2 qtrs — |
| 33 | BREACH INLET CAPITAL MANAGEMENT, LLC | 366.9K +94.0K (+34.5%) | 13.98M +3.3M (+30.3%) | 0.51% +0.136 pp | 6.59% +1.289 pp | USD39.00 -2.3% | 2 qtrs — |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 353.4K -2.4K (-0.7%) | 13.47M -519.3K (-3.7%) | 0.49% +0.005 pp | 0.01% 0.000 pp | USD24.67 +54.5% | 9 qtrs — |
| 35 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 321.2K +27.9K (+9.5%) | 12.27M +718.1K (+6.2%) | 0.44% +0.045 pp | 0.98% +0.090 pp | USD39.21 -2.8% | 2 qtrs — |
| 36 | FRANKLIN RESOURCES INC | 308.0K +28.5K (+10.2%) | 11.74M +749.7K (+6.8%) | 0.43% +0.046 pp | 0.00% +0.000 pp | USD26.65 +43.0% | 9 qtrs — |
| 37 | INVESCO LTD. | 294.4K +2.7K (+0.9%) | 11.22M -247.2K (-2.2%) | 0.41% +0.010 pp | 0.00% 0.000 pp | USD24.33 +56.6% | 9 qtrs — |
| 38 | JCP INVESTMENT MANAGEMENT, LLC | 288.6K +28.5K (+11.0%) | 11.00M +774.0K (+7.6%) | 0.40% +0.045 pp | 8.69% +1.989 pp | USD39.19 -2.8% | 2 qtrs — |
| 39 | WOODLINE PARTNERS LP | 270.5K +270.5K (+100.0%) | 10.31M +10.3M (+100.0%) | 0.37% +0.374 pp | 0.04% +0.040 pp | USD38.11 +0.0% | 1 qtrs NEW |
| 40 | — | 268.1K +268.1K (+100.0%) | 10.22M +10.2M (+100.0%) | 0.37% +0.371 pp | 3.57% +3.570 pp | USD38.11 +0.0% | 1 qtrs NEW |
| 41 | FIRST MANHATTAN CO. LLC. | 261.7K -3.0 (0.0%) | 9.97M -314.1K (-3.1%) | 0.36% +0.006 pp | 0.03% -0.001 pp | USD39.31 -3.1% | 2 qtrs — |
| 42 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 255.8K -31.2K (-10.9%) | 9.75M -1.5M (-13.6%) | 0.35% -0.037 pp | 0.03% -0.009 pp | USD28.04 +35.9% | 9 qtrs — |
| 43 | GLOBEFLEX CAPITAL L P | 251.0K +— (+0.0%) | 9.56M -301.1K (-3.1%) | 0.35% +0.006 pp | 1.46% -0.055 pp | USD30.99 +23.0% | 6 qtrs — |
| 44 | MILLENNIUM MANAGEMENT LLC | 247.3K -131.8K (-34.8%) | 9.42M -5.5M (-36.8%) | 0.34% -0.174 pp | 0.00% -0.002 pp | USD39.31 -3.1% | 2 qtrs — |
| 45 | KING LUTHER CAPITAL MANAGEMENT CORP | 246.0K +246.0K (+100.0%) | 9.37M +9.4M (+100.0%) | 0.34% +0.340 pp | 0.04% +0.038 pp | USD38.11 +0.0% | 1 qtrs NEW |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND | 232.9K +21.7K (+10.3%) | 8.87M +575.4K (+6.9%) | 0.32% +0.035 pp | 0.01% +0.001 pp | USD37.76 +0.9% | 9 qtrs — |
| 47 | STATE OF WISCONSIN INVESTMENT BOARD | 203.0K +10.4K (+5.4%) | 7.74M +166.2K (+2.2%) | 0.28% +0.019 pp | 0.02% 0.000 pp | USD25.97 +46.7% | 9 qtrs — |
| 48 | FEDERATED HERMES, INC. | 201.8K +78.4K (+63.6%) | 7.69M +2.8M (+58.6%) | 0.28% +0.111 pp | 0.01% +0.004 pp | USD32.71 +16.5% | 6 qtrs — |
| 49 | RHUMBLINE ADVISERS | 196.3K -12.2K (-5.8%) | 7.48M -714.1K (-8.7%) | 0.27% -0.012 pp | 0.01% -0.001 pp | USD25.32 +50.5% | 9 qtrs — |
| 50 | STIFEL FINANCIAL CORP | 193.7K -7.1K (-3.5%) | 7.38M -512.1K (-6.5%) | 0.27% -0.005 pp | 0.01% -0.001 pp | USD39.31 -3.1% | 2 qtrs — |
| 51 | LEGAL & GENERAL GROUP PLC | 191.3K -10.6K (-5.3%) | 7.29M -648.1K (-8.2%) | 0.26% -0.010 pp | 0.00% 0.000 pp | USD24.92 +52.9% | 9 qtrs — |
| 52 | GOTHAM ASSET MANAGEMENT, LLC | 189.1K +595.0 (+0.3%) | 7.21M -203.5K (-2.7%) | 0.26% +0.005 pp | 0.03% -0.006 pp | USD22.38 +70.3% | 8 qtrs — |
| 53 | AMERICAN CENTURY COMPANIES INC | 186.3K +7.8K (+4.3%) | 7.10M +81.2K (+1.2%) | 0.26% +0.015 pp | 0.00% +0.000 pp | USD29.68 +28.4% | 9 qtrs — |
| 54 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 172.0K +699.0 (+0.4%) | 6.56M -178.9K (-2.7%) | 0.24% +0.005 pp | 4.62% -0.045 pp | USD32.46 +17.4% | 7 qtrs — |
| 55 | KENNEDY CAPITAL MANAGEMENT LLC | 162.2K -609.0 (-0.4%) | 6.18M -218.6K (-3.4%) | 0.22% +0.003 pp | 0.13% -0.011 pp | USD39.31 -3.1% | 2 qtrs — |
| 56 | KESTREL INVESTMENT MANAGEMENT CORP | 158.2K -5.7K (-3.5%) | 6.03M -413.0K (-6.4%) | 0.22% -0.004 pp | 3.42% -0.214 pp | USD24.51 +55.5% | 9 qtrs — |
| 57 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 144.4K -5.2K (-3.5%) | 5.50M -377.7K (-6.4%) | 0.20% -0.004 pp | 0.04% -0.003 pp | USD30.01 +27.0% | 3 qtrs — |
| 58 | GLENDON CAPITAL MANAGEMENT LP | 143.5K +— (+0.0%) | 5.47M -172.2K (-3.1%) | 0.20% +0.003 pp | 0.33% +0.018 pp | USD39.21 -2.8% | 9 qtrs — |
| 59 | SWISS NATIONAL BANK | 140.2K +— (+0.0%) | 5.34M -168.2K (-3.1%) | 0.19% +0.003 pp | 0.00% +0.000 pp | USD24.38 +56.3% | 9 qtrs — |
| 60 | AMERIPRISE FINANCIAL INC | 131.4K -9.7K (-6.8%) | 5.01M -537.3K (-9.7%) | 0.18% -0.010 pp | 0.00% 0.000 pp | USD24.60 +54.9% | 9 qtrs — |
| 61 | SEIZERT CAPITAL PARTNERS, LLC | 125.7K +4.1K (+3.4%) | 4.79M +11.6K (+0.2%) | 0.17% +0.009 pp | 0.20% -0.005 pp | USD27.57 +38.2% | 4 qtrs — |
| 62 | UBS ASSET MANAGEMENT AMERICAS INC | 124.8K +2.7K (+2.2%) | 4.76M -45.2K (-0.9%) | 0.17% +0.006 pp | 0.00% +0.000 pp | USD27.43 +38.9% | 9 qtrs — |
| 63 | AQR CAPITAL MANAGEMENT LLC | 120.9K -16.5K (-12.0%) | 4.61M -728.1K (-13.6%) | 0.17% -0.020 pp | 0.00% -0.001 pp | USD32.47 +17.4% | 9 qtrs — |
| 64 | GABELLI FUNDS LLC | 118.1K -1.4K (-1.2%) | 4.50M -197.8K (-4.2%) | 0.16% +0.001 pp | 0.03% -0.001 pp | USD28.53 +33.6% | 3 qtrs — |
| 65 | JPMORGAN CHASE & CO | 116.6K +1.1K (+0.9%) | 4.44M -97.8K (-2.2%) | 0.16% +0.004 pp | 0.00% +0.000 pp | USD28.47 +33.9% | 9 qtrs — |
| 66 | TWO SIGMA INVESTMENTS, LP | 113.3K +94.9K (+515.9%) | 4.32M +3.6M (+497.1%) | 0.16% +0.132 pp | 0.01% +0.005 pp | USD38.30 -0.5% | 9 qtrs — |
| 67 | PRUDENTIAL FINANCIAL INC | 108.0K -28.3K (-20.8%) | 4.12M -1.2M (-23.2%) | 0.15% -0.036 pp | 0.01% -0.001 pp | USD24.47 +55.7% | 9 qtrs — |
| 68 | FIRST TRUST ADVISORS LP | 106.3K -1.9K (-1.7%) | 4.05M -201.6K (-4.7%) | 0.15% 0.000 pp | 0.00% 0.000 pp | USD26.38 +44.5% | 4 qtrs — |
| 69 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 95.4K -200.0 (-0.2%) | 3.64M -122.0K (-3.2%) | 0.13% +0.002 pp | 0.01% 0.000 pp | USD25.46 +49.7% | 9 qtrs — |
| 70 | SEI INVESTMENTS CO | 87.3K +63.3K (+263.6%) | 3.33M +2.4M (+252.5%) | 0.12% +0.088 pp | 0.00% +0.002 pp | USD34.18 +11.5% | 9 qtrs — |
| 71 | TREXQUANT INVESTMENT LP | 86.7K +34.1K (+64.7%) | 3.31M +1.2M (+59.7%) | 0.12% +0.048 pp | 0.03% +0.008 pp | USD38.84 -1.9% | 2 qtrs — |
| 72 | WELLS FARGO & COMPANY/MN | 86.7K +34.9K (+67.5%) | 3.30M +1.3M (+62.4%) | 0.12% +0.050 pp | 0.00% +0.000 pp | USD33.73 +13.0% | 9 qtrs — |
| 73 | HODGES CAPITAL MANAGEMENT INC. | 85.7K +4.0K (+4.9%) | 3.27M +54.4K (+1.7%) | 0.12% +0.007 pp | 0.28% +0.006 pp | USD27.35 +39.3% | 4 qtrs — |
| 74 | EASTERLY INVESTMENT PARTNERS LLC | 82.1K -14.5K (-15.0%) | 3.13M -669.9K (-17.6%) | 0.11% -0.018 pp | 0.19% -0.065 pp | USD26.44 +44.1% | 9 qtrs — |
| 75 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 80.1K +28.0K (+53.9%) | 3.08M +1.0M (+50.4%) | 0.11% +0.040 pp | 0.01% +0.002 pp | USD36.52 +4.4% | 5 qtrs — |
| 76 | PRELUDE CAPITAL MANAGEMENT, LLC | 78.9K -20.5K (-20.6%) | 3.01M -899.7K (-23.0%) | 0.11% -0.026 pp | 0.22% -0.084 pp | USD38.50 -1.0% | 9 qtrs — |
| 77 | UBS GROUP AG | 77.2K -131.5K (-63.0%) | 2.94M -5.3M (-64.1%) | 0.11% -0.177 pp | 0.00% -0.001 pp | USD30.38 +25.4% | 9 qtrs — |
| 78 | PATHSTONE HOLDINGS, LLC | 74.8K -2.7K (-3.5%) | 2.85M -196.4K (-6.4%) | 0.10% -0.002 pp | 0.01% -0.001 pp | USD29.10 +31.0% | 8 qtrs — |
| 79 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 70.2K -133.0K (-65.5%) | 2.67M -5.3M (-66.5%) | 0.10% -0.179 pp | 0.00% -0.004 pp | USD37.65 +1.2% | 3 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 69.3K -52.0 (-0.1%) | 2.64M -85.2K (-3.1%) | 0.10% +0.002 pp | 0.00% 0.000 pp | USD25.45 +49.7% | 9 qtrs — |
| 81 | RUSSELL INVESTMENTS GROUP, LTD. | 68.2K -17.8K (-20.7%) | 2.60M -781.4K (-23.1%) | 0.09% -0.023 pp | 0.00% -0.001 pp | USD27.15 +40.4% | 9 qtrs — |
| 82 | PRICE T ROWE ASSOCIATES INC /MD/ | 67.6K +4.2K (+6.7%) | 2.58M +85.0K (+3.4%) | 0.09% +0.007 pp | 0.00% +0.000 pp | USD27.60 +38.1% | 9 qtrs — |
| 83 | GREAT LAKES ADVISORS, LLC | 63.0K -28.9K (-31.5%) | 2.40M -1.2M (-33.6%) | 0.09% -0.038 pp | 0.02% -0.011 pp | USD28.90 +31.9% | 7 qtrs — |
| 84 | DEUTSCHE BANK AG\ | 61.1K +2.1K (+3.5%) | 2.33M +8.4K (+0.4%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD28.77 +32.5% | 9 qtrs — |
| 85 | JANE STREET GROUP, LLC | 60.0K -17.2K (-22.3%) | 2.29M -748.1K (-24.7%) | 0.08% -0.022 pp | 0.00% 0.000 pp | USD37.82 +0.8% | 3 qtrs — |
| 86 | D. E. SHAW & CO., INC. | 52.5K +12.3K (+30.7%) | 2.00M +421.0K (+26.7%) | 0.07% +0.018 pp | 0.00% +0.000 pp | USD34.20 +11.4% | 9 qtrs — |
| 87 | THRIVENT FINANCIAL FOR LUTHERANS | 50.8K -2.3K (-4.3%) | 1.94M -152.0K (-7.3%) | 0.07% -0.002 pp | 0.00% -0.001 pp | USD24.71 +54.2% | 9 qtrs — |
| 88 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 48.9K +— (+0.0%) | 1.86M -58.7K (-3.1%) | 0.07% +0.001 pp | 0.01% 0.000 pp | USD28.89 +31.9% | 9 qtrs — |
| 89 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 48.1K +7.9K (+19.7%) | 1.83M +253.0K (+16.0%) | 0.07% +0.012 pp | 0.02% +0.003 pp | USD26.94 +41.5% | 9 qtrs — |
| 90 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47.9K +1.8K (+3.9%) | 1.82M +14.0K (+0.8%) | 0.07% +0.004 pp | 0.00% +0.000 pp | USD24.82 +53.5% | 8 qtrs — |
| 91 | JANNEY MONTGOMERY SCOTT LLC | 46.2K -743.0 (-1.6%) | 1.76M -85.0K (-4.6%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD29.98 +27.1% | 5 qtrs — |
| 92 | GORDIAN CAPITAL SINGAPORE PTE LTD | 46.0K +— (+0.0%) | 1.75M -55.2K (-3.1%) | 0.06% +0.001 pp | 2.43% -0.020 pp | USD39.31 -3.1% | 2 qtrs — |
| 93 | COLONY GROUP, LLC | 44.5K +2.8K (+6.8%) | 1.70M +57.5K (+3.5%) | 0.06% +0.005 pp | 0.00% -0.001 pp | USD26.13 +45.8% | 9 qtrs — |
| 94 | ENVESTNET ASSET MANAGEMENT INC | 41.7K -2.6K (-5.9%) | 1.59M -153.2K (-8.8%) | 0.06% -0.003 pp | 0.00% +0.000 pp | USD25.11 +51.8% | 9 qtrs — |
| 95 | METLIFE INVESTMENT MANAGEMENT, LLC | 41.6K -1.9K (-4.5%) | 1.59M -126.5K (-7.4%) | 0.06% -0.002 pp | 0.01% -0.001 pp | USD28.85 +32.1% | 9 qtrs — |
| 96 | RAYMOND JAMES FINANCIAL INC | 40.6K -3.7K (-8.3%) | 1.55M -193.3K (-11.1%) | 0.06% -0.004 pp | 0.00% 0.000 pp | USD34.05 +11.9% | 5 qtrs — |
| 97 | TWO SIGMA ADVISERS, LP | 39.4K +39.4K (+100.0%) | 1.50M +1.5M (+100.0%) | 0.05% +0.055 pp | 0.00% +0.003 pp | USD38.11 +0.0% | 1 qtrs NEW |
| 98 | COMERICA BANK | 39.3K +3.8K (+10.6%) | 1.50M +100.9K (+7.2%) | 0.05% +0.006 pp | 0.01% +0.001 pp | USD25.63 +48.7% | 9 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Xtrackers - MSCI Pakistan Swap UCITS ETF XBAK.L | 2.18% | 506.6K | 0.85% |
| 2 | Invesco S&P Spin-Off ETF CSD | 2.01% | 4.55M | 0.67% |
| 3 | NYLI Merger Arbitrage ETF MNA | 1.54% | 3.90M | 0.75% |
| 4 | Invesco S&P SmallCap Financials ETF PSCF | 0.72% | 194.1K | 0.29% |
| 5 | First Trust US Equity Opportunities ETF FPX | 0.67% | 10.68M | 0.57% |
| 6 | Applied Finance IVS US SMID ETF IVSS | 0.54% | 68.3K | 0.59% |
| 7 | First Trust US Equity Opportunities UCITS ETF FPX.L | 0.53% | 96.4K | 0.65% |
| 8 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.49% | 142.9K | 0.60% |
| 9 | WisdomTree U.S. SmallCap Fund EES | 0.32% | 2.30M | 0.38% |
| 10 | OneAscent Small Cap Core ETF OASC | 0.32% | 270.8K | 0.64% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,205 | 0.00 | — | 11,138 | D | ↗ |
| 2026-03-10 | Wamser R Andrew Jr | Officer | A-Award | A | Common Stock | 45,277 | 44.56 | 2.02M | 142,777 | D | ↗ |
| 2026-03-10 | OLIVER TIMOTHY CHARLES | Director / Officer | A-Award | A | Common Stock | 219,915 | 44.56 | 9.80M | 542,068 | D | ↗ |
| 2026-03-10 | NUNEZ RICARDO J | Officer | A-Award | A | Common Stock | 34,928 | 44.56 | 1.56M | 65,226 | D | ↗ |
| 2026-03-10 | Mackinnon Stuart | Officer | A-Award | A | Common Stock | 58,213 | 44.56 | 2.59M | 161,848 | D | ↗ |
| 2026-03-10 | Hornfeck Traci | Officer | A-Award | A | Common Stock | 8,977 | 44.56 | 400.0K | 36,714 | D | ↗ |
| 2026-03-10 | Burson Andrea Richards | Officer | A-Award | A | Common Stock | 19,404 | 44.56 | 864.6K | 33,117 | D | ↗ |
| 2026-01-30 | OLIVER TIMOTHY CHARLES | Director / Officer | D-Return | D | Performance-Based Restricted Stock Units | 25,026 | 0.00 | — | 28,817 | D | ↗ |
| 2026-01-30 | Mackinnon Stuart | Officer | M-Exempt | A | Common Stock | 17,183 | 38.11 | 654.8K | 110,397 | D | ↗ |
| 2025-12-31 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,378 | 0.00 | — | 9,933 | D | ↗ |
| 2025-12-31 | Burson Andrea Richards | Officer | F-InKind | D | Common Stock | 445 | 38.11 | 17.0K | 13,713 | D | ↗ |
| 2025-12-19 | Wamser R Andrew Jr | Officer | F-InKind | D | Common Stock | 2,215 | 38.92 | 86.2K | 97,500 | D | ↗ |
| 2025-12-19 | OLIVER TIMOTHY CHARLES | Director / Officer | F-InKind | D | Common Stock | 14,934 | 38.92 | 581.2K | 306,333 | D | ↗ |
| 2025-12-19 | NUNEZ RICARDO J | Officer | F-InKind | D | Common Stock | 2,105 | 38.92 | 81.9K | 30,298 | D | ↗ |
| 2025-12-19 | Mackinnon Stuart | Officer | F-InKind | D | Common Stock | 3,861 | 38.92 | 150.3K | 93,214 | D | ↗ |
| 2025-12-19 | Burson Andrea Richards | Officer | F-InKind | D | Common Stock | 508 | 38.92 | 19.8K | 14,158 | D | ↗ |
| 2025-11-19 | Frymire Michelle M | Director | S-Sale | D | Common Stock | 8,786 | 35.02 | 307.7K | 10,838 | D | ↗ |
| 2025-11-10 | OLIVER TIMOTHY CHARLES | Director / Officer | M-Exempt | A | Common Stock | 172,711 | 17.03 | 2.94M | 511,062 | D | ↗ |
| 2025-09-30 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,336 | 0.00 | — | 8,555 | D | ↗ |
| 2025-06-30 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,840 | 0.00 | — | 7,219 | D | ↗ |
| 2025-05-21 | von Gillern Jeffry H. | Director | A-Award | A | Common Stock | 7,121 | 25.98 | 185.0K | 19,624 | D | ↗ |
| 2025-05-21 | Reece Joseph E | Director | A-Award | A | Common Stock | 7,121 | 25.98 | 185.0K | 43,602 | D | ↗ |
| 2025-05-21 | Niederauer Duncan L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-21 | Natoli Frank A | Director | A-Award | A | Common Stock | 7,121 | 25.98 | 185.0K | 19,624 | D | ↗ |
| 2025-05-21 | Frymire Michelle M | Director | A-Award | A | Common Stock | 7,121 | 25.98 | 185.0K | 19,624 | D | ↗ |
| 2025-05-21 | Begor Mark W | Director | M-Exempt | A | Common Stock | 2,690 | 25.98 | 69.9K | 31,475 | D | ↗ |
| 2025-05-21 | Baker Mary Ellen | Director | A-Award | A | Common Stock | 7,121 | 25.98 | 185.0K | 19,624 | D | ↗ |
| 2025-05-21 | Almeida Odilon | Director | A-Award | A | Common Stock | 7,121 | 25.98 | 185.0K | 19,624 | D | ↗ |
| 2025-04-01 | Hornfeck Traci | Officer | A-Award | A | Common Stock | 27,737 | 27.04 | 750.0K | 27,737 | D | ↗ |
| 2025-03-31 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,991 | 0.00 | — | 5,379 | D | ↗ |
| 2025-03-31 | Hornfeck Traci | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-31 | Begor Mark W | Director | A-Award | A | Phantom Stock Units | 996 | 0.00 | — | 2,690 | D | ↗ |
| 2025-03-06 | Wamser R Andrew Jr | Officer | A-Award | A | Common Stock | 77,640 | 25.76 | 2.00M | 99,715 | D | ↗ |
| 2025-03-06 | Reece Joseph E | Director | P-Purchase | A | Common Stock | 4,000 | 25.59 | 102.4K | 36,481 | D | ↗ |
| 2025-02-25 | OLIVER TIMOTHY CHARLES | Director / Officer | M-Exempt | A | Restricted Stock Units | 31,681 | 0.00 | — | 0 | D | ↗ |
| 2025-02-25 | Mackinnon Stuart | Officer | M-Exempt | A | Common Stock | 7,921 | 0.00 | — | 103,070 | D | ↗ |
| 2025-02-25 | DuVall Andrew R | Officer | M-Exempt | A | Common Stock | 602 | 0.00 | — | 17,260 | D | ↗ |
| 2025-02-20 | Wamser R Andrew Jr | Officer | A-Award | A | Common Stock | 22,075 | 30.28 | 668.4K | 22,075 | D | ↗ |
| 2025-02-20 | OLIVER TIMOTHY CHARLES | Director / Officer | A-Award | A | Common Stock | 99,338 | 30.28 | 3.01M | 320,959 | D | ↗ |
| 2025-02-20 | NUNEZ RICARDO J | Officer | A-Award | A | Common Stock | 16,188 | 30.28 | 490.2K | 34,476 | D | ↗ |
| 2025-02-20 | Mackinnon Stuart | Officer | A-Award | A | Common Stock | 29,434 | 30.28 | 891.3K | 95,149 | D | ↗ |
| 2025-02-20 | Burson Andrea Richards | Officer | A-Award | A | Common Stock | 6,254 | 30.28 | 189.4K | 15,014 | D | ↗ |
| 2025-02-16 | OLIVER TIMOTHY CHARLES | Director / Officer | F-InKind | D | Common Stock | 12,460 | 30.47 | 379.7K | 221,621 | D | ↗ |
| 2025-02-16 | NUNEZ RICARDO J | Officer | F-InKind | D | Common Stock | 2,373 | 30.47 | 72.3K | 18,288 | D | ↗ |
| 2025-02-16 | Mackinnon Stuart | Officer | F-InKind | D | Common Stock | 2,815 | 30.47 | 85.8K | 65,715 | D | ↗ |
| 2025-02-16 | DuVall Andrew R | Officer | F-InKind | D | Common Stock | 728 | 30.47 | 22.2K | 15,898 | D | ↗ |
| 2025-02-16 | Burson Andrea Richards | Officer | F-InKind | D | Common Stock | 424 | 30.47 | 12.9K | 8,760 | D | ↗ |
| 2025-01-27 | Wamser R Andrew Jr | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-01-27 | Burson Andrea Richards | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,478 | D | ↗ |
| 2024-12-31 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,548 | 0.00 | — | 3,388 | D | ↗ |
| 2024-12-31 | Begor Mark W | Director | A-Award | A | Phantom Stock Units | 774 | 0.00 | — | 1,694 | D | ↗ |
| 2024-12-06 | DuVall Andrew R | Officer | S-Sale | D | NATL | 450 | 33.48 | 15.1K | 16,176 | D | ↗ |
| 2024-11-21 | DuVall Andrew R | Officer | S-Sale | D | Common Stock | 300 | 30.80 | 9.2K | 16,626 | D | ↗ |
| 2024-09-30 | Reece Joseph E | Director | A-Award | A | Phantom Stock Units | 1,840 | 0.00 | — | 1,840 | D | ↗ |
| 2024-09-30 | Begor Mark W | Director | A-Award | A | Phantom Stock Units | 920 | 0.00 | — | 920 | D | ↗ |
| 2024-01-31 | Mackinnon Stuart | Officer | F-InKind | D | Common Stock | 272 | 22.39 | 6.1K | 37,538 | — | ↗ |
| 2023-12-31 | Mackinnon Stuart | Officer | F-InKind | D | Common Stock | 2,162 | 24.29 | 52.5K | 37,810 | — | ↗ |
| 2023-12-21 | Mackinnon Stuart | Officer | F-InKind | D | Common Stock | 8,145 | 24.86 | 202.5K | 39,972 | — | ↗ |
| 2023-12-07 | Mackinnon Stuart | Officer | A-Award | A | Restricted Stock Units | 7,291 | 0.00 | — | 7,291 | — | ↗ |
| 2023-10-23 | von Gillern Jeffry H. | Director | A-Award | A | Common Stock | 6,817 | 0.00 | — | 6,817 | — | ↗ |
| 2023-10-23 | Natoli Frank A | Director | A-Award | A | Common Stock | 6,817 | 0.00 | — | 6,817 | — | ↗ |
| 2023-10-23 | Baker Mary Ellen | Director | A-Award | A | Common Stock | 6,817 | 0.00 | — | 6,817 | — | ↗ |
| 2023-10-23 | Almeida Odilon | Director | A-Award | A | Common Stock | 6,817 | 0.00 | — | 6,817 | — | ↗ |
| 2023-10-16 | von Gillern Jeffry H. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-16 | Natoli Frank A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-16 | NCR CORP | 10% Owner | J-Other | D | Common Stock | 70,606,892 | 0.00 | — | 0 | — | ↗ |
| 2023-10-16 | Mackinnon Stuart | Officer | A-Award | A | Performance-Based Restricted Stock Units | 32,106 | 0.00 | — | 32,106 | — | ↗ |
| 2023-10-16 | Begor Mark W | Director | A-Award | A | Phantom Stock Units | 8,318 | 0.00 | — | 8,318 | — | ↗ |
| 2023-10-16 | Baker Mary Ellen | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-16 | Almeida Odilon | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2016-11-10 | ROSENTHAL NORMAN L | Director | D-Return | D | Common Shares ($.01 par value) | 1,424 | 32.00 | 45.6K | 0 | — | ↗ |
| 2016-11-10 | Consolino Joseph E | Director | D-Return | D | Common Shares ($0.01 par value) | 9,479 | 32.00 | 303.3K | 0 | — | ↗ |
| 2016-07-01 | ROSENTHAL NORMAN L | Director | A-Award | A | Common Shares ($.01 par value) | 99 | 30.25 | 3.0K | 1,424 | — | ↗ |
| 2016-04-01 | ROSENTHAL NORMAN L | Director | A-Award | A | Common Shares ($.01 par value) | 66 | 29.92 | 2.0K | 1,325 | — | ↗ |
| 2016-01-01 | ROSENTHAL NORMAN L | Director | A-Award | A | Common Shares ($.01 par value) | 112 | 26.70 | 3.0K | 1,259 | — | ↗ |
| 2015-10-01 | ROSENTHAL NORMAN L | Director | A-Award | A | Common Shares ($.01 par value) | 74 | 26.68 | 2.0K | 1,147 | — | ↗ |
| 2015-07-01 | ROSENTHAL NORMAN L | Director | A-Award | A | Common Shares ($.01 par value) | 73 | 27.32 | 2.0K | 1,073 | — | ↗ |
| 2015-06-11 | ROSENTHAL NORMAN L | Director | — | D | Common Shares ($.01 par value) | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2015-04-01 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($.01 par value) | 178 | 28.08 | 5.0K | 2,645 | — | ↗ |
| 2015-01-01 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($.01 par value) | 104 | 29.80 | 3.1K | 2,467 | — | ↗ |
| 2014-09-30 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($.01 par value) | 103 | 27.90 | 2.9K | 2,363 | — | ↗ |
| 2014-06-30 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($0.01 par value) | 178 | 28.02 | 5.0K | 2,260 | — | ↗ |
| 2014-03-31 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($0.01 par value) | 186 | 26.81 | 5.0K | 2,082 | — | ↗ |
| 2014-01-01 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($0.01 par value) | 217 | 23.00 | 5.0K | 1,896 | — | ↗ |
| 2013-10-01 | JENSEN KEITH A | Director | A-Award | A | Common Shares ($0.01 par value) | 179 | 27.81 | 5.0K | 1,679 | — | ↗ |
| 2013-03-18 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 5,146 | 33.51 | 172.4K | 120,054 | — | ↗ |
| 2013-03-14 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 3,468 | 32.97 | 114.3K | 125,200 | — | ↗ |
| 2013-03-12 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 2,567 | 32.65 | 83.8K | 128,668 | — | ↗ |
| 2013-03-11 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 3,703 | 33.31 | 123.3K | 131,235 | — | ↗ |
| 2013-03-08 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 262 | 34.41 | 9.0K | 134,938 | — | ↗ |
| 2013-01-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 520 | 28.82 | 15.0K | 9,479 | — | ↗ |
| 2012-12-31 | ELLIOTT THEODORE H JR | Director | G-Gift | D | Common Shares ($0.01 par value) | 10,000 | 0.00 | — | 135,200 | — | ↗ |
| 2012-10-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 503 | 25.80 | 13.0K | 8,959 | — | ↗ |
| 2012-07-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 526 | 26.59 | 14.0K | 8,456 | — | ↗ |
| 2012-05-18 | JENSEN KEITH A | Director | P-Purchase | A | Common Shares ($0.01 par value) | 301 | 25.55 | 7.7K | 1,500 | — | ↗ |
| 2012-04-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 586 | 25.58 | 15.0K | 7,930 | — | ↗ |
| 2012-01-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 425 | 24.67 | 10.5K | 7,344 | — | ↗ |
| 2011-09-30 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 523 | 21.98 | 11.5K | 6,919 | — | ↗ |
| 2011-07-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 327 | 22.90 | 7.5K | 6,396 | — | ↗ |
| 2011-04-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 359 | 20.85 | 7.5K | 6,069 | — | ↗ |
| 2011-01-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 350 | 21.41 | 7.5K | 5,710 | — | ↗ |
| 2010-11-09 | Peraino Vito C | Director | P-Purchase | A | Common Shares ($0.01 par value) | 100 | 20.89 | 2.1K | 860 | — | ↗ |
| 2010-10-29 | Peraino Vito C | Director | — | D | Common Shares ($0.01 par value) | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-10-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 344 | 21.77 | 7.5K | 5,360 | — | ↗ |
| 2010-07-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 378 | 19.82 | 7.5K | 5,016 | — | ↗ |
| 2010-04-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 per share) | 362 | 20.71 | 7.5K | 4,638 | — | ↗ |
| 2010-01-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 per share) | 442 | 16.96 | 7.5K | 4,276 | — | ↗ |
| 2009-10-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 428 | 17.50 | 7.5K | 3,834 | — | ↗ |
| 2009-07-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 per share) | 494 | 15.18 | 7.5K | 3,406 | — | ↗ |
| 2009-04-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 per share) | 443 | 16.91 | 7.5K | 2,912 | — | ↗ |
| 2009-01-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 per share) | 419 | 17.87 | 7.5K | 2,469 | — | ↗ |
| 2008-10-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 312 | 24.03 | 7.5K | 2,050 | — | ↗ |
| 2008-07-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 408 | 18.38 | 7.5K | 1,738 | — | ↗ |
| 2008-04-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 214 | 23.35 | 5.0K | 1,330 | — | ↗ |
| 2008-01-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 161 | 31.00 | 5.0K | 1,116 | — | ↗ |
| 2007-11-16 | ELLIOTT THEODORE H JR | Director | G-Gift | D | Common Shares ($0.01 par value) | 10,000 | 0.00 | — | 145,200 | — | ↗ |
| 2007-10-01 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 162 | 30.79 | 5.0K | 955 | — | ↗ |
| 2007-07-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 191 | 26.08 | 5.0K | 793 | — | ↗ |
| 2007-04-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 194 | 25.76 | 5.0K | 602 | — | ↗ |
| 2007-01-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 205 | 24.30 | 5.0K | 408 | — | ↗ |
| 2006-10-02 | Consolino Joseph E | Director | A-Award | A | Common Shares ($0.01 par value) | 203 | 24.60 | 5.0K | 203 | — | ↗ |
| 2006-06-29 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 879 | 27.43 | 24.1K | 165,200 | — | ↗ |
| 2006-06-28 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 100 | 27.26 | 2.7K | 192,774 | — | ↗ |
| 2006-05-26 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 634 | 23.50 | 14.9K | 212,200 | — | ↗ |
| 2006-05-25 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value | 99 | 23.50 | 2.3K | 212,834 | — | ↗ |
| 2006-05-23 | ELLIOTT THEODORE H JR | Director | S-Sale | D | Common Shares ($0.01 par value) | 2,267 | 23.50 | 53.3K | 212,933 | — | ↗ |
| 2006-05-19 | Consolino Joseph E | Director | — | D | Common Shares ($0.01 par value) | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-02-02 | JENSEN KEITH A | Director | A-Award | A | Common Shares, $0.01 par value | 500 | 13.50 | 6.8K | 500 | — | ↗ |
| 2005-01-27 | JENSEN KEITH A | Director | — | D | Common Shares, $0.01 par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2005-01-27 | ELLIOTT THEODORE H JR | Director | — | D | Common Shares, $0.01 par value | 0 | 0.00 | — | 215,200 | — | ↗ |
| 2005-01-27 | AMERICAN FINANCIAL GROUP INC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 10,200,000 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Timothy C. Oliver Chief Executive Officer | 900.0K | — | 8.28M | — | 1.08M | 28.6K | 10.29M | 80.48% | ↗ |
| 2 | 2025 | Andrew Wamser Chief Financial Officer | 550.0K | — | 3.84M | — | 407.5K | 13.0K | 4.81M | 79.83% | ↗ |
| 3 | 2025 | Stuart Mackinnon Chief Operating Officer | 600.0K | — | 2.45M | — | 480.0K | 26.0K | 3.56M | 68.94% | ↗ |
| 4 | 2025 | Ricardo J. Nuñez Chief Legal Officer, General Counsel, and Secretary | 525.0K | — | 1.35M | — | 357.0K | 15.3K | 2.25M | 60.07% | ↗ |
| 5 | 2025 | Andrea Burson Chief Human Resources Officer | 375.0K | — | 521.5K | — | 240.0K | 108.0K | 1.24M | 41.91% | ↗ |
| 6 | 2025 | Paul J. Campbell Former Chief Financial Officer | 131.5K | — | — | — | 105.2K | 978.2K | 1.21M | 0.00% | ↗ |
| 7 | 2024 | Timothy C. Oliver Chief Executive Officer | 800.0K | — | 6.34M | — | 1.49M | 43.9K | 8.67M | 73.09% | ↗ |
| 8 | 2024 | Stuart Mackinnon Chief Operating Officer | 500.0K | — | 1.73M | — | 620.5K | 26.7K | 2.88M | 60.10% | ↗ |
| 9 | 2024 | LaShawne Meriwether Former Chief Human Resources Officer | 288.1K | — | 864.1K | — | 204.1K | 1.31M | 2.66M | 32.47% | ↗ |
| 10 | 2024 | Paul J. Campbell Chief Financial Officer | 475.0K | — | 1.44M | — | 613.0K | 31.7K | 2.56M | 56.26% | ↗ |
| 11 | 2024 | Paul J. Campbell Former Chief Financial Officer | 475.0K | — | 1.44M | — | 589.5K | 31.7K | 2.54M | 56.78% | ↗ |
| 12 | 2024 | Ricardo J. Nuñez Chief Legal Officer, General Counsel, and Secretary | 500.0K | — | 1.15M | — | 434.9K | 20.0K | 2.11M | 54.68% | ↗ |
| 13 | 2023 | Timothy C. Oliver Chief Executive Officer | 661.9K | — | 6.72M | — | 1.58M | 23.9K | 8.99M | 74.74% | ↗ |
| 14 | 2023 | Ricardo J. Nuñez Chief Legal Officer, General Counsel, and Secretary | 143.8K | 250.0K | 1.61M | — | 132.9K | 516.00 | 2.14M | 75.33% | ↗ |
| 15 | 2023 | Stuart Mackinnon Chief Operating Officer | 430.6K | 500.0K | — | — | 660.0K | 11.7K | 1.60M | 0.00% | ↗ |
| 16 | 2023 | LaShawne Meriwether Former Chief Human Resources Officer | 218.6K | 100.0K | 806.0K | — | 230.9K | 5.4K | 1.36M | 59.22% | ↗ |
| 17 | 2023 | LaShawne Meriwether Chief Human Resources Officer | 218.6K | 100.0K | 806.0K | — | 230.9K | 5.4K | 1.36M | 59.22% | ↗ |
| 18 | 2023 | Paul J. Campbell Chief Financial Officer | 350.7K | — | — | — | 627.0K | 14.5K | 992.1K | 0.00% | ↗ |
| 19 | 2023 | Paul J. Campbell Former Chief Financial Officer | 350.7K | — | — | — | 627.0K | 14.5K | 992.1K | 0.00% | ↗ |
| 20 | 2022 | Stuart Mackinnon Chief Operating Officer | 412.0K | — | 4.97M | — | — | 15.7K | 5.40M | 92.07% | ↗ |
| 21 | 2022 | Timothy C. Oliver Chief Executive Officer | 625.0K | — | 4.64M | — | — | 124.4K | 5.39M | 86.09% | ↗ |
| 22 | 2022 | Paul J. Campbell Chief Financial Officer | 307.3K | — | 772.3K | — | — | 10.6K | 1.09M | 70.84% | ↗ |
| 23 | 2021 | Timothy C. Oliver Chief Executive Officer | 625.0K | — | 4.53M | — | 1.45M | 212.5K | 6.82M | 66.43% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Timothy C. Oliver | Chief Executive Officer, President & Director | 2M | male |
| Stuart MacKinnon | Executive Vice President & Chief Operating Officer | 1M | male |
| R. Andrew Wamser Jr. | Executive Vice President & Chief Financial Officer | 970.5K | male |
| Ricardo J. Nunez | Executive VP, General Counsel, Corporate Secretary & Chief Compliance Officer | 897.3K | male |
| Andrea Richards Burson | Executive Vice President & Chief Human Resources Officer | 723.0K | female |
| Melanie Skijus | Vice President of Investor Relations | — | female |
| Leonard Graves | Executive Vice President of Global Operations | — | male |
| Kristen Brady | Chief of Staff, Executive Director of Corporate Operations & Strategy | — | female |
| Rohan Pal | Executive VP & Chief Information Officer | — | male |
| Jennifer Personette | Executive VP & Chief Marketing Officer | — | female |
| Diego Navarrete | Executive Vice President of Global Sales | — | male |
| Traci Hornfeck | Chief Accounting Officer | — | female |
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Community Opinion for NATL
Short-term intention
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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