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NIQ Global Intelligence Plc (NIQ)

USD11.09 +0.02 (+0.18%)
US NYSE Technology Information Technology Services
Address 200 West Jackson Blvd 60606
Chicago, IL, US
CEO James Peck
IPO 2025-07-23
CIK 2054696 ISIN IE000JMT8VI3

Explore sections of this company profile

Description

NIQ Global Intelligence Plc operates as a consumer insights company, deploying an advanced AI-driven platform to meticulously analyze vast shopping data. Its services yield crucial understandings of worldwide consumer behavior, empowering brands, retailers, and various other clients to make well-informed strategic and operational decisions. The firm's activities are geographically segmented into three main areas: the Americas (covering both North and Latin America), EMEA (Europe, the Middle East, and Africa), and APAC (encompassing Asia and the western Pacific). NIQ was established on June 6, 2017, and its corporate headquarters are located in Chicago, Illinois.

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
USD11.09 +0.02 (+0.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
-0.19
Float Shares
56.16M
Free Float %
19.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% -23.29% -29.61% -27.43% -42.09% -50.27% -56.86% -56.86% -56.86% -56.86% -56.86%
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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
11.09
Low 12.00 +8.2%
Consensus 15.25 +37.5%
Median 14.00 +26.2%
High 21.00 +89.4%
DCF (Unlevered) 88.50 +698.0%
DCF (Levered) 4.78 -56.9%

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) 86% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 7 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 4
15.25
+37.5%
Last Quarter 4
15.25
+37.5%
Last Year 8
18.75
+69.1%
All Time 8
18.75
+69.1%
Quality scores
Altman Z-Score
0.55
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +5.7% Q1'26: +11.1% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +60.1% Q1'26: +36.7% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +1.0% Q1'26: -6.2% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +5.9% Q1'26: +5.8% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +5.4% Q1'26: +5.4% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    +9.0% Q1'26: +20.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    4.41× Q1'26: 4.43× (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 (0.25) × ERP
WACC = 33% × Ke + 67% × Kd (8.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 88.50 Current price: 11.09
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 2024
actual
Dec 2025
actual
Dec 2026
10 Rev. Ana.
8 EPS Ana.
Dec 2027
10 Rev. Ana.
8 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Revenue
3.97B
est: 4.03B (-1.5%)
4.20B
est: 4.18B (+0.5%)
4.47B
4.45B – 4.49B
+7.0% YoY
4.70B
4.69B – 4.71B
+5.2% YoY
4.94B
4.94B – 4.95B
+5.1% YoY
EBITDA
316.80M
est: 1.60B (-80.2%)
879.30M
est: 1.66B (-47.0%)
1.78B
1.77B – 1.78B
+7.0% YoY
1.87B
1.86B – 1.87B
+5.2% YoY
1.96B
1.96B – 1.96B
+5.1% YoY
EBIT
-279.90M
est: 815.52M (-134.3%)
246.80M
est: 845.19M (-70.8%)
904.58M
900.93M – 907.28M
+7.0% YoY
951.56M
949.53M – 953.59M
+5.2% YoY
999.95M
999.52M – 1.00B
+5.1% YoY
Net Income
-810.50M
-353.30M
est: 76.39M (-562.5%)
259.40M
255.41M – 263.39M
+239.6% YoY
315.25M
274.02M – 356.48M
+21.5% YoY
385.63M
383.88M – 387.39M
+22.3% YoY
SGA
1.60B
est: 1.63B (-1.5%)
1.46B
est: 1.69B (-13.6%)
1.80B
1.80B – 1.81B
+7.0% YoY
1.90B
1.89B – 1.90B
+5.2% YoY
1.99B
1.99B – 1.99B
+5.1% YoY
EPS
-3.31
-1.32
est: 0.31 (-532.4%)
0.98
0.96 – 0.99
+220.0% YoY
1.21
1.03 – 1.34
+23.5% YoY
1.45
1.44 – 1.45
+19.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-15 UBS Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-15 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-14 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-13 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-12 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-11 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
141.16M
OE per share TTM
0.51
Owner's Yield
5.83%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
11.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
139
Total invested
2.71B
Insider transactions (90d)
3
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
139
-6 vs prev Q
New positions
35
Closed positions
41
Increased
90
Reduced
35
Put/Call ratio
0.00
Calls held
10.6K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ADVENT INTERNATIONAL CORP/MA 149.38M +— (+0.0%) 2.46B +118.0M (+5.0%) 52.98% +2.343 pp 50.98% +3.752 pp USD15.70 +5.0% 2 qtrs
2 KOHLBERG KRAVIS ROBERTS & CO. L.P. 30.02M +— (+0.0%) 495.08M +23.7M (+5.0%) 10.65% +0.471 pp 7.92% +0.016 pp USD15.70 +5.0% 2 qtrs
3 SURGOCAP PARTNERS LP 5.86M +— (+0.0%) 96.60M +4.6M (+5.0%) 2.08% +0.000 pp 2.67% +0.118 pp USD15.70 +5.0% 2 qtrs
4 VANGUARD GROUP INC 4.00M -29.2K (-0.7%) 65.89M +2.7M (+4.3%) 1.42% +0.053 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
5 UBS GROUP AG 3.73M +1.6M (+77.1%) 61.43M +28.4M (+86.0%) 1.32% +0.575 pp 0.01% +0.005 pp USD16.04 +2.8% 2 qtrs
6 DNB ASSET MANAGEMENT AS 3.70M -38.7K (-1.0%) 61.07M +2.4M (+4.0%) 1.31% +0.045 pp 0.21% -0.007 pp USD15.70 +5.0% 2 qtrs
7 ALLIANCEBERNSTEIN L.P. 3.36M +186.9K (+5.9%) 55.48M +5.6M (+11.2%) 1.19% +0.116 pp 0.02% +0.002 pp USD15.74 +4.8% 2 qtrs
8 AMERIPRISE FINANCIAL INC 3.34M -1.7M (-33.5%) 55.03M -23.8M (-30.2%) 1.18% -0.518 pp 0.01% -0.006 pp USD15.70 +5.0% 2 qtrs
9 JNE PARTNERS LLP 3.29M +2.3M (+244.2%) 54.33M +39.3M (+261.5%) 1.17% +0.844 pp 22.57% +16.171 pp USD16.26 +1.4% 2 qtrs
10 ALYESKA INVESTMENT GROUP, L.P. 3.25M +1.4M (+76.8%) 53.64M +24.8M (+85.7%) 1.15% +0.530 pp 0.15% +0.064 pp USD16.04 +2.8% 2 qtrs
11 ENSIGN PEAK ADVISORS, INC 2.84M +2.8M (+100.0%) 46.84M +46.8M (+100.0%) 1.01% +1.007 pp 0.08% +0.083 pp USD16.49 +0.0% 1 qtrs NEW
12 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 2.69M -56.4K (-2.1%) 42.52M +182.2K (+0.4%) 0.96% +0.023 pp 0.07% +0.001 pp USD15.70 +5.0% 2 qtrs
13 BLACKROCK, INC. 2.43M -2.2M (-47.5%) 40.12M -32.6M (-44.8%) 0.86% -0.707 pp 0.00% -0.001 pp USD15.70 +5.0% 2 qtrs
14 WESTFIELD CAPITAL MANAGEMENT CO LP 2.39M -243.2K (-9.2%) 39.39M -1.9M (-4.7%) 0.85% -0.045 pp 0.16% -0.009 pp USD15.70 +5.0% 2 qtrs
15 1.92M +778.7K (+68.3%) 31.64M +13.7M (+76.8%) 0.68% +0.294 pp 38.43% +7.739 pp USD16.02 +2.9% 2 qtrs
16 SELECT EQUITY GROUP, L.P. 1.90M +214.5K (+12.7%) 31.40M +4.9M (+18.4%) 0.68% +0.103 pp 0.14% +0.026 pp USD15.79 +4.4% 2 qtrs
17 BLACKBARN CAPITAL PARTNERS LP 1.80M +1.8M (+100.0%) 29.68M +29.7M (+100.0%) 0.64% +0.638 pp 1.95% +1.952 pp USD16.49 +0.0% 1 qtrs NEW
18 NORGES BANK 1.60M +1.6M (+100.0%) 26.38M +26.4M (+100.0%) 0.57% +0.568 pp 0.00% +0.003 pp USD16.49 +0.0% 1 qtrs NEW
19 GOVERNORS LANE LP 1.00M +434.7K (+76.9%) 16.49M +7.6M (+85.8%) 0.35% +0.163 pp 0.98% +0.298 pp USD16.04 +2.8% 2 qtrs
20 GEODE CAPITAL MANAGEMENT, LLC 816.3K +7.4K (+0.9%) 13.47M +762.5K (+6.0%) 0.29% +0.015 pp 0.00% +0.000 pp USD15.71 +5.0% 2 qtrs
21 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 750.0K -500.0K (-40.0%) 12.37M -7.3M (-37.0%) 0.27% -0.177 pp 0.02% -0.015 pp USD15.70 +5.0% 2 qtrs
22 STATE STREET CORP 732.1K +173.7K (+31.1%) 12.07M +3.3M (+37.7%) 0.26% +0.070 pp 0.00% +0.000 pp USD15.89 +3.8% 2 qtrs
23 CINCTIVE CAPITAL MANAGEMENT LP 639.3K -165.6K (-20.6%) 10.54M -2.1M (-16.6%) 0.23% -0.046 pp 0.57% -0.034 pp USD15.70 +5.0% 2 qtrs
24 NEUBERGER BERMAN GROUP LLC 609.3K -150.7K (-19.8%) 10.05M -1.9M (-15.8%) 0.22% -0.042 pp 0.01% -0.001 pp USD15.70 +5.0% 2 qtrs
25 ALBERTA INVESTMENT MANAGEMENT CORP 575.1K +— (+0.0%) 9.48M +454.3K (+5.0%) 0.20% +0.009 pp 0.06% -0.008 pp USD15.70 +5.0% 2 qtrs
26 LONGAEVA PARTNERS L.P. 497.5K +396.6K (+393.2%) 8.20M +6.6M (+418.0%) 0.18% +0.142 pp 0.69% +0.460 pp USD16.33 +1.0% 2 qtrs
27 MORGAN STANLEY 495.8K +450.6K (+996.8%) 8.18M +7.5M (+1,052.0%) 0.18% +0.161 pp 0.00% +0.000 pp USD16.42 +0.4% 2 qtrs
28 MILLENNIUM MANAGEMENT LLC 490.2K +465.2K (+1,859.2%) 8.08M +7.7M (+1,957.8%) 0.17% +0.165 pp 0.00% +0.003 pp USD16.45 +0.2% 2 qtrs
29 J. GOLDMAN & CO LP 479.6K +479.6K (+100.0%) 7.91M +7.9M (+100.0%) 0.17% +0.170 pp 0.21% +0.208 pp USD16.49 +0.0% 1 qtrs NEW
30 GABELLI FUNDS LLC 472.0K +71.8K (+17.9%) 7.78M +1.5M (+23.9%) 0.17% +0.032 pp 0.05% +0.010 pp USD15.82 +4.2% 2 qtrs
31 GHISALLO CAPITAL MANAGEMENT LLC 450.0K -200.0K (-30.8%) 7.42M -2.8M (-27.3%) 0.16% -0.061 pp 0.33% -0.003 pp USD15.70 +5.0% 2 qtrs
32 BANK OF AMERICA CORP /DE/ 428.8K +284.7K (+197.7%) 7.07M +4.8M (+212.6%) 0.15% +0.103 pp 0.00% +0.000 pp USD16.22 +1.7% 2 qtrs
33 CITADEL ADVISORS LLC 425.7K -2.0M (-82.1%) 7.02M -30.3M (-81.2%) 0.15% -0.655 pp 0.00% -0.005 pp USD15.70 +5.0% 2 qtrs
34 STIFEL FINANCIAL CORP 407.8K +407.8K (+100.0%) 6.72M +6.7M (+100.0%) 0.14% +0.145 pp 0.01% +0.006 pp USD16.49 +0.0% 1 qtrs NEW
35 TEACHER RETIREMENT SYSTEM OF TEXAS 402.0K +2.0K (+0.5%) 6.63M +348.2K (+5.5%) 0.14% +0.007 pp 0.02% -0.002 pp USD15.70 +5.0% 2 qtrs
36 BURKEHILL GLOBAL MANAGEMENT, LP 400.0K +— (+0.0%) 6.60M +316.0K (+5.0%) 0.14% +0.006 pp 0.43% +0.078 pp USD15.70 +5.0% 2 qtrs
37 LAZARD ASSET MANAGEMENT LLC 348.9K +12.3K (+3.7%) 5.75M +469.4K (+8.9%) 0.12% +0.010 pp 0.01% +0.003 pp USD15.73 +4.8% 2 qtrs
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 305.5K -316.0 (-0.1%) 5.04M +236.4K (+4.9%) 0.11% +0.005 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
39 SEVEN GRAND MANAGERS, LLC 300.0K -300.0K (-50.0%) 4.95M -4.5M (-47.5%) 0.11% -0.097 pp 0.38% -0.388 pp USD15.70 +5.0% 2 qtrs
40 AQR CAPITAL MANAGEMENT LLC 250.1K +250.1K (+100.0%) 4.12M +4.1M (+100.0%) 0.09% +0.089 pp 0.00% +0.002 pp USD16.49 +0.0% 1 qtrs NEW
41 LB PARTNERS LLC 244.7K +50.0K (+25.7%) 4.04M +978.3K (+32.0%) 0.09% +0.021 pp 3.72% +1.762 pp USD15.86 +4.0% 2 qtrs
42 BARCLAYS PLC 213.5K +213.0K (+45,415.4%) 3.52M +3.5M (+47,707.6%) 0.08% +0.076 pp 0.00% +0.001 pp USD16.49 +0.0% 2 qtrs
43 NORTHERN TRUST CORP 208.7K +16.1K (+8.3%) 3.44M +417.2K (+13.8%) 0.07% +0.009 pp 0.00% +0.000 pp USD15.76 +4.6% 2 qtrs
44 COUNTERPOINT MUTUAL FUNDS LLC 204.1K +204.1K (+100.0%) 3.37M +3.4M (+100.0%) 0.07% +0.072 pp 0.25% +0.249 pp USD16.49 +0.0% 1 qtrs NEW
45 SEI INVESTMENTS CO 195.0K +— (+0.0%) 3.22M +154.0K (+5.0%) 0.07% +0.000 pp 0.00% 0.000 pp USD15.70 +5.0% 2 qtrs
46 READYSTATE ASSET MANAGEMENT LP 181.5K +30.0K (+19.8%) 2.99M +614.4K (+25.8%) 0.06% +0.013 pp 0.12% +0.020 pp USD15.83 +4.2% 2 qtrs
47 GOLDMAN SACHS GROUP INC 175.2K +175.2K (+100.0%) 2.89M +2.9M (+100.0%) 0.06% +0.062 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
48 QUANTINNO CAPITAL MANAGEMENT LP 157.7K +112.7K (+250.5%) 2.60M +1.9M (+268.1%) 0.06% +0.041 pp 0.01% +0.003 pp USD16.26 +1.4% 2 qtrs
49 GOTHAM ASSET MANAGEMENT, LLC 144.2K +58.7K (+68.5%) 2.38M +1.0M (+77.0%) 0.05% +0.022 pp 0.01% +0.003 pp USD16.02 +2.9% 2 qtrs
50 SWISS NATIONAL BANK 116.3K +116.3K (+100.0%) 1.92M +1.9M (+100.0%) 0.04% +0.041 pp 0.00% +0.001 pp USD16.49 +0.0% 1 qtrs NEW
51 GAMCO INVESTORS, INC. ET AL 97.6K +53.6K (+121.8%) 1.61M +919.0K (+133.0%) 0.03% +0.020 pp 0.02% +0.009 pp USD16.13 +2.2% 2 qtrs
52 BALYASNY ASSET MANAGEMENT L.P. 92.9K +80.3K (+639.9%) 1.53M +1.3M (+677.1%) 0.03% +0.029 pp 0.00% +0.002 pp USD16.38 +0.7% 2 qtrs
53 ARIZONA PSPRS TRUST 89.5K +89.5K (+100.0%) 1.48M +1.5M (+100.0%) 0.03% +0.032 pp 0.05% +0.054 pp USD16.49 +0.0% 1 qtrs NEW
54 WINTON GROUP LTD 86.1K +86.1K (+100.0%) 1.42M +1.4M (+100.0%) 0.03% +0.031 pp 0.05% +0.049 pp USD16.49 +0.0% 1 qtrs NEW
55 QUANTBOT TECHNOLOGIES LP 83.6K +83.6K (+100.0%) 1.38M +1.4M (+100.0%) 0.03% +0.030 pp 0.05% +0.046 pp USD16.49 +0.0% 1 qtrs NEW
56 BANK OF NEW YORK MELLON CORP 70.0K +24.6K (+54.1%) 1.15M +441.1K (+61.8%) 0.02% +0.009 pp 0.00% +0.000 pp USD15.98 +3.2% 2 qtrs
57 IEQ CAPITAL, LLC 65.0K +65.0K (+100.0%) 1.07M +1.1M (+100.0%) 0.02% +0.023 pp 0.00% +0.003 pp USD16.49 +0.0% 1 qtrs NEW
58 UBS ASSET MANAGEMENT AMERICAS INC 62.9K +62.9K (+100.0%) 1.04M +1.0M (+100.0%) 0.02% +0.022 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
59 SYMMETRY INVESTMENTS LP 62.0K +62.0K (+100.0%) 1.02M +1.0M (+100.0%) 0.02% +0.022 pp 0.09% +0.089 pp USD16.49 +0.0% 1 qtrs NEW
60 STATE OF WISCONSIN INVESTMENT BOARD 60.8K +23.8K (+64.3%) 1.00M +421.7K (+72.6%) 0.02% +0.009 pp 0.00% +0.001 pp USD16.01 +3.0% 2 qtrs
61 INVESCO LTD. 58.8K +4.5K (+8.4%) 969.7K +117.7K (+13.8%) 0.02% +0.002 pp 0.00% +0.000 pp USD15.76 +4.6% 2 qtrs
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 55.4K +52.7K (+1,939.9%) 913.9K +871.3K (+2,042.5%) 0.02% +0.019 pp 0.00% +0.001 pp USD16.45 +0.2% 2 qtrs
63 NUVEEN, LLC 49.7K +— (+0.0%) 819.3K +39.3K (+5.0%) 0.02% +0.001 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
64 HARBOR CAPITAL ADVISORS, INC. 48.7K +48.7K (+100.0%) 804.0K +804.0K (+100.0%) 0.02% +0.017 pp 0.06% +0.062 pp USD16.49 +0.0% 1 qtrs NEW
65 LEGAL & GENERAL GROUP PLC 47.3K +42.5K (+877.7%) 780.2K +704.3K (+927.9%) 0.02% +0.015 pp 0.00% +0.000 pp USD16.41 +0.5% 2 qtrs
66 HOLOCENE ADVISORS, LP 44.3K -67.6K (-60.4%) 730.3K -1.0M (-58.4%) 0.02% -0.022 pp 0.00% -0.003 pp USD15.70 +5.0% 2 qtrs
67 RHUMBLINE ADVISERS 38.7K +695.0 (+1.8%) 638.3K +41.5K (+7.0%) 0.01% +0.001 pp 0.00% +0.000 pp USD15.71 +5.0% 2 qtrs
68 VOLEON CAPITAL MANAGEMENT LP 34.8K +34.8K (+100.0%) 573.2K +573.2K (+100.0%) 0.01% +0.012 pp 0.01% +0.012 pp USD16.49 +0.0% 1 qtrs NEW
69 WORLDQUANT MILLENNIUM ADVISORS LLC 33.4K +33.4K (+100.0%) 551.2K +551.2K (+100.0%) 0.01% +0.012 pp 0.00% +0.002 pp USD16.49 +0.0% 1 qtrs NEW
70 WALLEYE CAPITAL LLC 33.2K -359.7K (-91.5%) 547.6K -5.6M (-91.1%) 0.01% -0.121 pp 0.00% -0.022 pp USD15.70 +5.0% 2 qtrs
71 JANUS HENDERSON GROUP PLC 32.5K +32.5K (+100.0%) 535.5K +535.5K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
72 STATE OF ALASKA, DEPARTMENT OF REVENUE 28.9K +28.9K (+100.0%) 475.0K +475.0K (+100.0%) 0.01% +0.010 pp 0.01% +0.005 pp USD16.49 +0.0% 1 qtrs NEW
73 RONALD BLUE TRUST, INC. 27.8K +27.8K (+100.0%) 458.2K +458.2K (+100.0%) 0.01% +0.010 pp 0.01% +0.005 pp USD16.49 +0.0% 1 qtrs NEW
74 SQUAREPOINT OPS LLC 24.9K +14.6K (+141.8%) 410.6K +248.9K (+154.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD16.16 +2.0% 2 qtrs
75 JPMORGAN CHASE & CO 24.1K +24.1K (+43,734.5%) 397.6K +396.7K (+45,913.5%) 0.01% +0.009 pp 0.00% +0.000 pp USD16.49 +0.0% 2 qtrs
76 COMMONWEALTH EQUITY SERVICES, LLC 23.1K +124.0 (+0.5%) 381.0K +20.0K (+5.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
77 ROYAL BANK OF CANADA 22.2K -1.2M (-98.3%) 365.0K -19.6M (-98.2%) 0.01% -0.423 pp 0.00% -0.003 pp USD15.70 +5.0% 2 qtrs
78 PRICE T ROWE ASSOCIATES INC /MD/ 21.9K +1.8K (+9.0%) 361.0K +45.0K (+14.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD15.77 +4.6% 2 qtrs
79 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 21.7K +— (+0.0%) 357.1K +17.1K (+5.0%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
80 GSA CAPITAL PARTNERS LLP 21.5K +21.5K (+100.0%) 354.0K +354.0K (+100.0%) 0.01% +0.008 pp 0.03% +0.031 pp USD16.49 +0.0% 1 qtrs NEW
81 NEW YORK STATE COMMON RETIREMENT FUND 21.2K +21.2K (+100.0%) 349.6K +349.6K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD16.49 +0.0% 1 qtrs NEW
82 TREASURER OF THE STATE OF NORTH CAROLINA 19.9K -1.5K (-6.8%) 329.0K -7.0K (-2.1%) 0.01% -0.001 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
83 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 18.3K +18.3K (+100.0%) 301.8K +301.8K (+100.0%) 0.01% +0.007 pp 0.00% +0.001 pp USD16.49 +0.0% 1 qtrs NEW
84 CERITY PARTNERS LLC 17.6K +17.6K (+100.0%) 289.9K +289.9K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
85 YORKTOWN MANAGEMENT & RESEARCH CO INC 17.6K +17.6K (+100.0%) 289.4K +289.4K (+100.0%) 0.01% +0.006 pp 0.23% +0.231 pp USD16.49 +0.0% 1 qtrs NEW
86 ARIZONA STATE RETIREMENT SYSTEM 16.4K +16.4K (+100.0%) 270.5K +270.5K (+100.0%) 0.01% +0.006 pp 0.00% +0.002 pp USD16.49 +0.0% 1 qtrs NEW
87 WELLS FARGO & COMPANY/MN 15.7K -968.0 (-5.8%) 258.8K -2.8K (-1.1%) 0.01% 0.000 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
88 PNC FINANCIAL SERVICES GROUP, INC. 14.9K -1.0K (-6.5%) 246.5K -4.5K (-1.8%) 0.01% 0.000 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
89 CREATIVE PLANNING 14.9K +14.9K (+100.0%) 245.4K +245.4K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
90 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 14.3K -544.0 (-3.7%) 236.2K +2.8K (+1.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.70 +5.0% 2 qtrs
91 CWM, LLC 14.3K +14.1K (+6,564.2%) 236.0K +233.0K (+7,766.7%) 0.01% +0.005 pp 0.00% +0.001 pp USD16.48 +0.1% 2 qtrs
92 VERITION FUND MANAGEMENT LLC 14.0K -79.6K (-85.0%) 231.1K -1.2M (-84.3%) 0.01% -0.027 pp 0.00% -0.005 pp USD15.70 +5.0% 2 qtrs
93 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14.2K +14.2K (+100.0%) 230.0K +230.0K (+100.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
94 KLP KAPITALFORVALTNING AS 12.6K +12.6K (+100.0%) 207.8K +207.8K (+100.0%) 0.00% +0.005 pp 0.00% +0.001 pp USD16.49 +0.0% 1 qtrs NEW
95 MARINER, LLC 12.3K +12.3K (+100.0%) 203.1K +203.1K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
96 MIRABELLA FINANCIAL SERVICES LLP 11.6K +11.6K (+100.0%) 191.2K +191.2K (+100.0%) 0.00% +0.004 pp 0.02% +0.018 pp USD16.49 +0.0% 1 qtrs NEW
97 AMERICAN CENTURY COMPANIES INC 11.4K +11.4K (+100.0%) 188.0K +188.0K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD16.49 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
3.3K
Cash buys
Cash sales
Net activity
-3,257
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 Zitting Shaun Ellen Officer F-InKind D Ordinary Shares 1,516 10.54 16.0K 133,868 D
2026-05-06 Palm Jamie E Officer F-InKind D Ordinary Shares 891 10.54 9.4K 74,774 D
2026-05-06 Blenke John W Officer F-InKind D Ordinary Shares 850 10.54 9.0K 103,401 D
2026-02-18 Zitting Shaun Ellen Officer A-Award A Ordinary Shares 39,508 0.00 135,384 D
2026-02-18 Peck James M Director / Officer A-Award A Ordinary Shares 276,558 0.00 306,058 D
2026-02-18 Palm Jamie E Officer A-Award A Ordinary Shares 12,335 0.00 75,665 D
2026-02-18 Miller Curtis John Officer A-Award A Ordinary Shares 39,508 0.00 49,508 D
2026-02-18 Kapoor Mohit Officer A-Award A Ordinary Shares 52,678 0.00 67,678 D
2026-02-18 Burwell Michael J Officer A-Award A Ordinary Shares 65,847 0.00 470,940 D
2026-02-18 Blenke John W Officer A-Award A Ordinary Shares 39,508 0.00 104,251 D
2026-02-06 Zitting Shaun Ellen Officer F-InKind D Ordinary Shares 6,648 11.54 76.7K 95,876 D
2026-02-06 Palm Jamie E Officer F-InKind D Ordinary Shares 4,199 11.54 48.5K 63,330 D
2026-02-06 Blenke John W Officer F-InKind D Ordinary Shares 4,017 11.54 46.4K 64,743 D
2025-09-05 Massey Tracey Ann Officer P-Purchase A Ordinary Shares 18,000 16.97 305.5K 18,000 I
2025-09-03 Kapoor Mohit Officer P-Purchase A Ordinary Shares 15,000 16.76 251.4K 15,000 D
2025-08-29 Peck James M Director / Officer P-Purchase A Ordinary Shares 29,500 17.24 508.6K 29,500 D
2025-08-28 Miller Curtis John Officer P-Purchase A Ordinary Shares 10,000 16.97 169.7K 10,000 D
2025-08-20 Zitting Shaun Ellen Officer A-Award A Ordinary Shares 32,407 0.00 102,524 D
2025-08-20 Palm Jamie E Officer A-Award A Ordinary Shares 4,051 0.00 67,529 D
2025-08-20 Massey Tracey Ann Officer A-Award A Ordinary Shares 254,630 0.00 558,589 D
2025-08-20 Lomholt-Thomsen Steen Officer A-Award A Ordinary Shares 202,546 0.00 202,546 D
2025-08-20 Lempres Elizabeth Cahill Director A-Award A Ordinary Shares 19,097 0.00 19,097 D
2025-08-20 Klein-Boelting Ralf Director A-Award A Ordinary Shares 15,046 0.00 15,046 D
2025-08-20 Hamood Samuel A Director A-Award A Ordinary Shares 1,736 0.00 25,085 D
2025-08-20 Burwell Michael J Officer A-Award A Ordinary Shares 405,093 0.00 405,093 D
2025-08-20 Blenke John W Officer A-Award A Ordinary Shares 21,991 0.00 68,760 D
2025-07-23 Zitting Shaun Ellen 0 0.00 0
2025-07-23 Simonelli Charlotte C 0 0.00 0
2025-07-23 Rawlinson David 0 0.00 0
2025-07-23 Pike Christopher 0 0.00 0
2025-07-23 Peck James M Director / Officer Ordinary Shares 0 0.00 9,665,342 I
2025-07-23 Palm Jamie E Officer Ordinary Shares 0 0.00 58,478 D
2025-07-23 Nurnberg Institut fur Marktentscheidungen e.V. 10% Owner Ordinary Shares 0 0.00 35,048,678 D
2025-07-23 Miller Curtis John 0 0.00 0
2025-07-23 Massey Tracey Ann Officer Ordinary Shares 0 0.00 303,959 D
2025-07-23 Mason Racquel Harris 0 0.00 0
2025-07-23 Lomholt-Thomsen Steen 0 0.00 0
2025-07-23 Lo Julien 0 0.00 0
2025-07-23 Lempres Elizabeth Cahill 0 0.00 0
2025-07-23 Lemes Gabriela Weiss 0 0.00 0
2025-07-23 LACHMAN TODD R 0 0.00 0
2025-07-23 Klein-Boelting Ralf 0 0.00 0
2025-07-23 Kapoor Mohit 0 0.00 0
2025-07-23 KKR Group Partnership L.P. 10% Owner Ordinary Shares 0 0.00 30,022,789 I
2025-07-23 Hamood Samuel A Director Ordinary Shares 0 0.00 23,349 D
2025-07-23 Egan Christopher 0 0.00 0
2025-07-23 Burwell Michael J 0 0.00 0
2025-07-23 Blenke John W Officer Ordinary Shares 0 0.00 46,769 D
2025-07-23 Acceleratio Topco S.C.A. 10% Owner Ordinary Shares 0 0.00 30,022,789 I
2025-07-23 AI Global Investments (Netherlands) PCC Ltd Director / 10% Owner Ordinary Shares 0 0.00 162,560,691 D
2025-07-23 ADVENT INTERNATIONAL, L.P. Director / 10% Owner Ordinary Shares 0 0.00 162,560,691 I
2022-10-25 BANK OF AMERICA CORP /DE/ Director J-Other D Adjustable Rate MuniFund Term Preferred Shares 550 0.00 0
2022-08-04 Stenersen Trey III Officer 0 0.00 0
2022-06-01 Black Brett Officer 0 0.00 0
2022-04-14 McCann John M. Officer 0 0.00 0
2021-06-02 Medero Joanne 0 0.00 0
2021-06-02 Lancellotta Amy B.R. 0 0.00 0
2021-04-28 ZIMMERMAN GIFFORD R Officer S-Sale D Class A Common Stock 2,486 14.70 36.5K 0
2020-11-16 Thornton Matthew III 0 0.00 0
2020-10-05 ZIMMERMAN GIFFORD R Officer S-Sale D Class A Common Stock 514 14.31 7.4K 2,486
2020-02-27 Morgan Deann Officer 0 0.00 0
2020-01-21 ZIMMERMAN GIFFORD R Officer S-Sale D Class A Common Stock 1,686 14.14 23.8K 3,000
2019-10-24 ZIMMERMAN GIFFORD R Officer S-Sale D Class A Common Stock 1,200 13.49 16.2K 4,686
2019-10-07 Meissner Jon Scott Officer 0 0.00 0
2019-08-08 Longerstaey Jacques M Officer 0 0.00 0
2019-08-08 Lockhart Brian J Officer 0 0.00 0
2019-04-12 Wickerham E. Scott Officer 0 0.00 0
2018-02-28 Winget Demark L Officer 0 0.00 0
2018-02-28 Meyers William T. Officer 0 0.00 0
2018-02-26 BANK OF AMERICA CORP /DE/ 10% Owner J-Other A Adjustable Rate MuniFund Term Preferred Shares 550 0.00 550
2018-01-24 ZIMMERMAN GIFFORD R Officer P-Purchase A Class A Common Stock 1,200 12.86 15.4K 5,886
2017-08-02 Siffermann William A Officer 0 0.00 0
2017-08-02 Ryan Timothy T 0 0.00 0
2017-08-02 PERRY MICHAEL A Officer 0 0.00 0
2017-08-02 Candido Stephen 0 0.00 0
2017-07-01 Robert Young L 0 0.00 0
2017-05-11 Nuveen Fund Advisors, LLC S-Sale D Class A Common Stock 7,000 12.86 90.0K 0
2017-03-07 ZIMMERMAN GIFFORD R Officer P-Purchase A Class A Common Stock 1,500 12.37 18.6K 4,686
2017-03-01 ZIMMERMAN GIFFORD R Officer P-Purchase A Class A Common Stock 1,500 12.51 18.8K 3,186
2017-01-10 ZIMMERMAN GIFFORD R Officer P-Purchase A Class A Common Stock 1,686 12.61 21.3K 1,686
2016-10-01 Rohrbacher Christopher M. Officer 0 0.00 0
2016-07-01 MOSCHNER ALBIN F 0 0.00 0
2016-06-15 Jones Nathaniel T. Officer 0 0.00 0
2016-02-15 WOLFF MARGARET L. 0 0.00 0
2015-10-01 BANK OF AMERICA CORP /DE/ 10% Owner J-Other A Variable Rate MuniFund Term Preferred Shares 550 0.00 550
2015-08-06 Hlavacek Sherri A Officer 0 0.00 0
2015-02-24 LAMB DAVID J Officer 0 0.00 0
2013-09-01 SCHREIER THOMAS S JR 0 0.00 0
2013-09-01 Nelson John Kevin 0 0.00 0
2013-07-17 Slager Joel T. Officer 0 0.00 0
2013-03-04 BANK OF AMERICA CORP /DE/ 10% Owner I Variable Rate MuniFund Term Preferred Shares 0 0.00 550
2013-02-07 ZIMMERMAN GIFFORD R Officer 0 0.00 0
2013-02-07 TOTH TERENCE J 0 0.00 0
2013-02-07 Stone Carole E 0 0.00 0
2013-02-07 STRINGER VIRGINIA 0 0.00 0
2013-02-07 STOCKDALE JUDITH M 0 0.00 0
2013-02-07 SCHNEIDER WILLIAM J 0 0.00 0
2013-02-07 Prudhomme Kathleen L Officer 0 0.00 0
2013-02-07 Nuveen Fund Advisors, Inc. D Class A Common Stock 0 0.00 7,000
2013-02-07 McCarthy Kevin J Officer 0 0.00 0
2013-02-07 Kelly Walter M Officer 0 0.00 0
2013-02-07 KUNDERT DAVID J 0 0.00 0
2013-02-07 Huffman William T. Jr. Officer 0 0.00 0
2013-02-07 HUNTER WILLIAM CURT 0 0.00 0
2013-02-07 Grace Scott S Officer 0 0.00 0
2013-02-07 FOY STEPHEN D Officer 0 0.00 0
2013-02-07 FERJUSON LORNA C Officer 0 0.00 0
2013-02-07 EVANS JACK 0 0.00 0
2013-02-07 Cook Margo L. Officer 0 0.00 0
2013-02-07 Close Daniel 0 0.00 0
2013-02-07 BREMNER ROBERT P 0 0.00 0
2013-02-07 Antosiewicz Cedric H Officer 0 0.00 0
2013-02-07 AMBOIAN JOHN P 0 0.00 0
2013-02-07 ADAMS WILLIAM IV Officer 0 0.00 0

Executive team

Top executives

Executive team data is not available for this company yet.

EBIT / Employee
6.4K
Shares Outstanding
295.14M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Tracey Massey Former Chief Operating Officer 1.00M 10.01M 957.0K 43.6K 12.01M 83.35%
2 2025 Michael Burwell Chief Financial Officer 690.4K 600.0K 7.00M 609.0K 36.2K 8.94M 78.34%
3 2025 Steen Lomholt-Thomsen Chief Commercial Officer 515.0K 3.55M 448.0K 151.3K 4.67M 76.12%
4 2025 Shaun Zitting Chief Human Resources Officer 465.0K 1.85M 404.6K 38.5K 2.76M 67.13%
5 2025 James Peck Chief Executive Officer 1.00M 1.52M 101.1K 2.62M 0.00%
6 2024 James Peck Chief Executive Officer 1.00M 4.17M 1.89M 218.7K 7.28M 57.28%
7 2024 Tracey Massey Former Chief Operating Officer 1.00M 1.04M 30.3K 2.07M 0.00%
8 2024 Michael Burwell Chief Financial Officer 650.0K 819.0K 22.9K 1.49M 0.00%
9 2024 Shaun Zitting Chief Human Resources Officer 465.0K 585.9K 18.3K 1.07M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-01 DEFA14A
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2026-03-30 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 8-K
2026-05-14 10-Q
2026-05-08 4
2026-05-08 4
2026-05-08 4
2026-05-01 DEFA14A
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2026-04-09 ARS
2026-03-30 PRE 14A
ESG Rating
B
INFORMATION TECHNOLOGY SERVICES
Rank: 27 out of 90
2026
E (Environmental)
61.1 / 65.1
Company / Sector avg.
S (Social)
77.0 / 65.3
Company / Sector avg.
G (Governance)
77.5 / 67.4
Company / Sector avg.
ESG Total
71.9 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits