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OFG Bancorp (OFG)
USD50.24
+0.39 (+0.77%)
US NYSE Financial Services Banks - Regional
Address
254 MuNoz Rivera Avenue 918
San Juan, PR, US
San Juan, PR, US
CEO
José Rafael Fernández
Website
ofgbancorp.com
IPO
1987-03-26
CIK 1030469 ISIN PR67103X1020
Also trades on
New York Stock Exchange · OFG (USD)
New York Stock Exchange · OFG-PD (USD)
Description
OFG Bancorp, a financial holding company, delivers a broad spectrum of banking and financial solutions, structured across three core divisions: Banking, Wealth Management, and Treasury. The company's services include essential deposit products like checking, savings, and time accounts, alongside diverse credit options such as commercial, consumer, automobile, and mortgage loans. Beyond traditional lending and deposits, OFG Bancorp also provides financial planning, insurance, and trust services for both corporate and individual clients, as well as retirement plan administration. The firm extends its offerings to securities brokerage and investment advisory, assisting retail and institutional investors with various investment vehicles, including tax-advantaged fixed income instruments, mutual funds, stocks, and bonds. This segment also manages separately-managed accounts and offers mutual fund asset allocation programs. Furthermore, OFG Bancorp is engaged in insurance agency and reinsurance activities, and its Treasury segment actively manages an investment portfolio composed of mortgage-backed securities, U.S. government-sponsored agency obligations, U.S. Treasury securities, and money market instruments. It also participates in and manages public and private placements of debt and equity. Additional services encompass money management and investment banking. The company also oversees asset/liability management strategies, which involve the purchase and sale of investment securities, interest rate risk management, derivatives, and various borrowing activities. Founded in 1964 and headquartered in San Juan, Puerto Rico, OFG Bancorp serves its customers through a network of 50 branches in Puerto Rico and two branches in the U.S. Virgin Islands.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD50.24
+0.39 (+0.77%)
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Volume Profile
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Liquidity & share structure
Average Volume
332.7K
Beta
0.73
Float Shares
41.80M
Free Float %
98.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.59% | +0.73% | -0.87% | +13.67% | +14.67% | +11.18% | +10.34% | +87.80% | +87.26% | +398.47% | +3,487.40% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Buy
Price Targets & DCF
Current price
50.24
Low
44.00
-12.4%
Consensus
44.50
-11.4%
Median
44.50
-11.4%
High
45.00
-10.4%
DCF (Unlevered)
62.98
+25.4%
DCF (Levered)
70.50
+40.3%
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)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | -1 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 5 |
46.00
-8.4%
|
| All Time | 7 |
46.57
-7.3%
|
Quality scores
Altman Z-Score
0.44
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
-
Revenue growth+4.8% Q1'26: +9.5% (vs Q1'25)
-
EPS growth+6.2% Q1'26: +26.0% (vs Q1'25)
-
FCF margin— Q1'26: +30.4% (vs Q1'25)
-
EBIT margin— Q1'26: +30.4% (vs Q1'25)
-
ROIC— Q1'26: +16.5% (vs Q1'25)
-
Share dilution+1.0% Q1'26: -5.6% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 2.10× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2007 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
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 2 Rev. Ana. 3 EPS Ana. |
Dec 2027 2 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
99.60M
est: 65.81M (+51.3%)
|
123.60M
est: 70.71M (+74.8%)
|
141.76M
est: 69.62M (+103.6%)
|
190.73M
est: 115.23M (+65.5%)
|
210.42M
est: 135.57M (+55.2%)
|
331.87M
est: 183.06M (+81.3%)
|
395.04M
est: 82.10M (+381.2%)
|
300.83M
est: 153.86M (+95.5%)
|
324.85M
est: 294.36M (+10.4%)
|
303.34M
est: 151.16M (+100.7%)
|
485.38M
est: 460.06M (+5.5%)
|
475.93M
est: 414.45M (+14.8%)
|
386.42M
est: 354.12M (+9.1%)
|
385.91M
est: 353.99M (+9.0%)
|
387.77M
est: 366.58M (+5.8%)
|
400.92M
est: 384.60M (+4.2%)
|
429.88M
est: 408.20M (+5.3%)
|
541.21M
est: 524.10M (+3.3%)
|
539.08M
est: 533.77M (+1.0%)
|
598.51M
est: 603.89M (-0.9%)
|
728.15M
est: 642.14M (+13.4%)
|
822.78M
est: 705.57M (+16.6%)
|
862.62M
est: 730.25M (+18.1%)
|
731.98M
729.70M – 734.39M
+0.2% YoY
|
727.40M
725.14M – 729.80M
-0.6% YoY
|
761.94M
761.94M – 761.94M
+4.7% YoY
|
| EBITDA |
19.20M
est: 24.38M (-21.2%)
|
24.80M
est: 26.19M (-5.3%)
|
31.90M
est: 25.79M (+23.7%)
|
65.38M
est: 42.68M (+53.2%)
|
79.83M
est: 50.21M (+59.0%)
|
48.31M
est: 67.80M (-28.7%)
|
35.90M
est: 24.58M (+46.1%)
|
11.40M
est: 56.99M (-80.0%)
|
40.94M
est: 198.27M (-79.4%)
|
32.93M
est: 51.52M (-36.1%)
|
102.63M
est: 197.63M (-48.1%)
|
134.80M
est: 201.65M (-33.2%)
|
-7.05M
est: 123.08M (-105.7%)
|
96.28M
est: 148.92M (-35.4%)
|
78.55M
est: 115.58M (-32.0%)
|
143.02M
est: 151.50M (-5.6%)
|
84.93M
est: 155.96M (-45.5%)
|
118.58M
est: 177.83M (-33.3%)
|
238.53M
est: 226.21M (+5.4%)
|
268.53M
est: 256.27M (+4.8%)
|
291.82M
est: 252.16M (+15.7%)
|
280.54M
est: 277.07M (+1.3%)
|
285.15M
est: 286.76M (-0.6%)
|
287.44M
286.55M – 288.39M
+0.2% YoY
|
285.64M
284.75M – 286.58M
-0.6% YoY
|
299.21M
299.21M – 299.21M
+4.7% YoY
|
| EBIT |
19.70M
est: 21.76M (-9.5%)
|
25.30M
est: 23.38M (+8.2%)
|
26.90M
est: 23.02M (+16.9%)
|
55.60M
est: 38.10M (+46.0%)
|
65.29M
est: 44.82M (+45.7%)
|
42.82M
est: 60.52M (-29.2%)
|
29.92M
est: 27.14M (+10.2%)
|
5.54M
est: 50.87M (-89.1%)
|
35.32M
est: 97.32M (-63.7%)
|
27.86M
est: 49.97M (-44.3%)
|
89.74M
est: 152.10M (-41.0%)
|
122.43M
est: 137.02M (-10.6%)
|
-20.06M
est: 117.08M (-117.1%)
|
85.18M
est: 117.03M (-27.2%)
|
68.09M
est: 121.19M (-43.8%)
|
132.80M
est: 127.15M (+4.4%)
|
75.25M
est: 134.95M (-44.2%)
|
94.83M
est: 173.27M (-45.3%)
|
214.60M
est: 176.47M (+21.6%)
|
244.22M
est: 199.65M (+22.3%)
|
264.53M
est: 229.40M (+15.3%)
|
254.43M
est: 252.06M (+0.9%)
|
266.01M
est: 260.88M (+2.0%)
|
261.49M
260.68M – 262.36M
+0.2% YoY
|
259.86M
259.05M – 260.71M
-0.6% YoY
|
272.20M
272.20M – 272.20M
+4.7% YoY
|
| Net Income |
16.60M
est: 20.51M (-19.1%)
|
21.40M
est: 23.00M (-6.9%)
|
26.60M
est: 28.16M (-5.5%)
|
51.32M
est: 50.96M (+0.7%)
|
59.72M
est: 68.95M (-13.4%)
|
41.27M
est: 44.95M (-8.2%)
|
22.95M
est: -380.26M (+106.0%)
|
9.83M
est: 4.96M (+98.4%)
|
34.45M
est: -9.54M (+461.0%)
|
24.56M
est: -44.88M (+154.7%)
|
98.45M
est: 105.87M (-7.0%)
|
85.18M
est: 81.06M (+5.1%)
|
-2.50M
est: -9.65M (+74.1%)
|
59.19M
est: 57.33M (+3.2%)
|
52.65M
est: 47.22M (+11.5%)
|
84.41M
est: 67.91M (+24.3%)
|
53.84M
est: 55.34M (-2.7%)
|
74.33M
est: 63.08M (+17.8%)
|
146.15M
est: 118.04M (+23.8%)
|
166.24M
est: 142.01M (+17.1%)
|
181.87M
est: 193.60M (-6.1%)
|
198.17M
est: 194.72M (+1.8%)
|
205.10M
est: 211.28M (-2.9%)
|
223.10M
222.16M – 224.04M
+5.6% YoY
|
222.62M
220.31M – 224.94M
-0.2% YoY
|
243.97M
242.95M – 244.99M
+9.6% YoY
|
| SGA |
17.00M
est: 19.05M (-10.7%)
|
17.70M
est: 17.15M (+3.2%)
|
18.10M
est: 16.74M (+8.1%)
|
27.62M
est: 28.00M (-1.4%)
|
35.36M
est: 31.78M (+11.3%)
|
32.85M
est: 34.86M (-5.8%)
|
49.50M
est: 21.21M (+133.3%)
|
55.17M
est: 117.68M (-53.1%)
|
59.48M
est: 84.01M (-29.2%)
|
59.81M
est: 94.38M (-36.6%)
|
108.88M
est: 123.18M (-11.6%)
|
102.23M
est: 109.12M (-6.3%)
|
96.11M
est: 221.59M (-56.6%)
|
92.44M
est: 101.93M (-9.3%)
|
91.66M
est: 108.43M (-15.5%)
|
88.95M
est: 80.48M (+10.5%)
|
92.27M
est: 146.83M (-37.2%)
|
151.38M
est: 197.65M (-23.4%)
|
151.67M
est: 147.50M (+2.8%)
|
161.07M
est: 194.82M (-17.3%)
|
176.42M
est: 157.19M (+12.2%)
|
180.68M
est: 172.72M (+4.6%)
|
182.55M
est: 178.76M (+2.1%)
|
179.18M
178.62M – 179.77M
+0.2% YoY
|
178.06M
177.51M – 178.65M
-0.6% YoY
|
186.52M
186.52M – 186.52M
+4.7% YoY
|
| EPS |
0.77
est: 0.91 (-15.4%)
|
0.99
est: 0.99 (+0.0%)
|
0.88
est: 1.16 (-24.1%)
|
1.78
est: 2.00 (-11.0%)
|
2.25
est: 2.56 (-12.1%)
|
1.50
est: 0.96 (+56.3%)
|
0.75
est: 5.31 (-85.9%)
|
-0.50
est: 2.74 (-118.3%)
|
0.67
est: 1.19 (-43.5%)
|
0.35
est: 0.13 (+169.2%)
|
1.85
est: 1.58 (+17.1%)
|
1.58
est: 1.40 (+12.9%)
|
-0.37
est: 0.05 (-840.0%)
|
1.03
est: 1.02 (+1.2%)
|
0.88
est: 0.57 (+55.1%)
|
1.59
est: 1.49 (+6.7%)
|
0.93
est: 1.48 (-37.3%)
|
1.32
est: 1.34 (-1.5%)
|
2.85
est: 2.89 (-1.5%)
|
3.46
est: 3.38 (+2.3%)
|
3.85
est: 4.09 (-5.8%)
|
4.25
est: 4.10 (+3.7%)
|
4.53
est: 4.46 (+1.6%)
|
4.71
4.69 – 4.73
+5.6% YoY
|
4.70
4.65 – 4.75
-0.2% YoY
|
5.15
5.13 – 5.17
+9.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-22 | Piper Sandler | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-29 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-28 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-27 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-24 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-22 | A | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
199.29M
OE per share TTM
4.45
Owner's Yield
10.22%
Maintenance CapEx ratio
1.40%
Maint CapEx / Avg PPE
18.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
237
Total invested
1.64B
Insider transactions (90d)
7
Beneficial owners (>5%)
25
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 5.85M | 11.74% | — | 50.9K | 5.76M | 86.7K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | 30-0447847 | 3.80M | 7.60% | 3.73M | — | 3.80M | — | IA | Delaware | 2022-02-08 | ↗ |
| 3 | 13-2700161 | 3.19M | 7.14% | 2.90M | — | 3.19M | — | IA | New York | 2015-02-12 | ↗ |
| 4 | 04-2683227 | 3.04M | 6.67% | — | 2.98M | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
| 5 | Abigail P. Johnson | 2.90M | 5.82% | — | — | 2.90M | — | IN | United States of America | 2022-02-09 | ↗ |
| 6 | Munder Capital Management | 2.75M | 6.10% | 3.9K | 2.43M | — | — | IA | Delaware | 2014-04-23 | ↗ |
| 7 | (. | 2.72M | 5.95% | 2.62M | — | 2.72M | — | IA | Delaware | 2014-02-10 | ↗ |
| 8 | Jacobs Asset Management, LLC | 2.61M | 5.64% | — | 2.61M | — | 2.61M | OO | United States | 2010-07-22 | ↗ |
| 9 | Sy Jacobs | 2.61M | 5.64% | — | 2.61M | — | 2.61M | IN | United States | 2010-07-22 | ↗ |
| 10 | (: | 2.49M | 10.10% | 1.26M | 838.1K | 2.49M | — | IA | Georgia | 2005-05-27 | ↗ |
| 11 | (1) BlackRock, Inc. | 2.47M | 5.73% | 2.47M | — | 2.47M | — | HC | Delaware | 2012-02-13 | ↗ |
| 12 | 2) | 2.37M | 5.30% | — | 1.19M | — | 2.37M | IA | Minnesota | 2015-02-17 | ↗ |
| 13 | Charles B. Johnson | 2.19M | 5.10% | 2.23M | — | 2.23M | — | HC, IN | Pennsylvania | 2015-09-09 | ↗ |
| 14 | Castine Capital Management, LLC | 2.10M | 5.16% | — | 2.10M | — | 2.10M | IA, OO | Delaware | 2012-05-25 | ↗ |
| 15 | Paul Magidson | 2.10M | 5.16% | — | 2.10M | — | 2.10M | IN | Delaware | 2012-05-25 | ↗ |
| 16 | FMR Corp. | 2.04M | 8.31% | 210.9K | — | 2.04M | — | HC | Delaware | 2006-02-14 | ↗ |
| 17 | STATE STREET CORPORATION | 1.78M | 4.10% | — | 1.78M | — | 1.78M | HC | BOSTON, MASSACHUSETTS | 2016-01-11 | ↗ |
| 18 | BlackRock for purposes of Schedule 13G filings. | 1.45M | 5.98% | 1.45M | — | 1.45M | — | HC | Delaware | 2010-01-29 | ↗ |
| 19 | Edward C. Johnson 3d | 1.24M | 5.10% | — | — | 1.24M | — | IN | Delaware | 2010-02-16 | ↗ |
| 20 | 23-2772200 | 1.22M | 5.02% | 1.22M | — | 1.22M | — | IA | State of Delaware | 2009-02-17 | ↗ |
| 21 | No. 13-3180631 | 945.9K | 1.84% | — | 945.3K | — | 945.9K | HC | Delaware | 2021-02-12 | ↗ |
| 22 | No. 41-1533211 | 945.3K | 1.84% | — | 945.3K | — | 945.3K | IA | Delaware | 2021-02-12 | ↗ |
| 23 | dba Garity & Co. Capital Management | 859.3K | 6.30% | — | 859.3K | — | 859.3K | IA | USA | 1999-02-03 | ↗ |
| 24 | 752403190 | 10.00 | 12.00% | — | — | — | — | IA | A Delaware | 2023-02-15 | ↗ |
| 25 | Piper Jaffray Companies / 30-0168701 | — | 0.40% | 197.9K | — | 197.9K | — | HC | Delaware | 2013-02-15 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
237
-2 vs prev Q
New positions
34
Closed positions
36
Increased
121
Reduced
79
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 50.3K +50.3K (+100.0%) | 2.06B +2.1B (+100.0%) | 0.11% +0.108 pp | 0.00% +0.003 pp | USD40.98 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 6.42M +30.6K (+0.5%) | 263.06M -14.8M (-5.3%) | 13.78% -0.461 pp | 0.00% 0.000 pp | USD44.90 -8.7% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 5.45M -119.1K (-2.1%) | 223.37M -18.9M (-7.8%) | 11.70% -0.715 pp | 0.00% 0.000 pp | USD17.24 +137.7% | 51 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.54M -46.4K (-1.8%) | 104.01M -8.4M (-7.5%) | 5.45% -0.313 pp | 0.02% -0.002 pp | USD17.04 +140.5% | 51 qtrs — |
| 5 | STATE STREET CORP | 2.34M -61.4K (-2.6%) | 96.50M -8.6M (-8.1%) | 5.02% -0.330 pp | 0.00% 0.000 pp | USD24.32 +68.5% | 51 qtrs — |
| 6 | FIRST TRUST ADVISORS LP | 2.04M +164.8K (+8.8%) | 83.61M +2.0M (+2.5%) | 4.38% +0.199 pp | 0.06% +0.000 pp | USD39.76 +3.1% | 15 qtrs — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.71M +13.1K (+0.8%) | 69.95M -3.7M (-5.0%) | 3.66% -0.112 pp | 0.01% -0.001 pp | USD25.45 +61.0% | 51 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.51M +53.8K (+3.7%) | 61.96M -1.5M (-2.3%) | 3.25% -0.005 pp | 0.03% -0.001 pp | USD34.45 +19.0% | 38 qtrs — |
| 9 | LSV ASSET MANAGEMENT | 1.31M -39.6K (-2.9%) | 53.70M -5.0M (-8.5%) | 2.81% -0.196 pp | 0.12% -0.013 pp | USD22.40 +82.9% | 51 qtrs — |
| 10 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.30M -154.4K (-10.6%) | 53.24M -10.0M (-15.8%) | 2.79% -0.451 pp | 0.18% -0.024 pp | USD14.43 +184.0% | 31 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.10M -7.9K (-0.7%) | 45.01M -3.1M (-6.4%) | 2.36% -0.108 pp | 0.00% 0.000 pp | USD21.29 +92.5% | 51 qtrs — |
| 12 | NUVEEN, LLC | 940.6K -73.7K (-7.3%) | 38.54M -5.6M (-12.6%) | 2.02% -0.242 pp | 0.01% -0.002 pp | USD40.02 +2.4% | 4 qtrs — |
| 13 | MILLENNIUM MANAGEMENT LLC | 757.3K -39.6K (-5.0%) | 31.03M -3.6M (-10.5%) | 1.63% -0.151 pp | 0.01% -0.002 pp | USD38.81 +5.6% | 51 qtrs — |
| 14 | JANUS HENDERSON GROUP PLC | 724.8K -36.2K (-4.8%) | 29.70M -3.4M (-10.3%) | 1.56% -0.141 pp | 0.01% -0.002 pp | USD34.34 +19.3% | 17 qtrs — |
| 15 | MORGAN STANLEY | 607.5K +77.8K (+14.7%) | 24.90M +1.9M (+8.1%) | 1.30% +0.123 pp | 0.00% +0.000 pp | USD29.06 +41.0% | 51 qtrs — |
| 16 | JPMORGAN CHASE & CO | 580.0K -28.5K (-4.7%) | 23.77M -2.7M (-10.2%) | 1.25% -0.112 pp | 0.00% 0.000 pp | USD25.90 +58.2% | 51 qtrs — |
| 17 | NORTHERN TRUST CORP | 552.4K -33.8K (-5.8%) | 22.64M -2.9M (-11.2%) | 1.19% -0.121 pp | 0.00% 0.000 pp | USD17.53 +133.8% | 51 qtrs — |
| 18 | BANK OF NEW YORK MELLON CORP | 389.8K -32.4K (-7.7%) | 15.97M -2.4M (-13.0%) | 0.84% -0.104 pp | 0.00% -0.001 pp | USD18.81 +117.9% | 51 qtrs — |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | 379.9K -39.8K (-9.5%) | 15.57M -2.7M (-14.7%) | 0.82% -0.120 pp | 0.06% -0.012 pp | USD20.38 +101.1% | 33 qtrs — |
| 20 | DEUTSCHE BANK AG\ | 378.1K +1.8K (+0.5%) | 15.50M -869.4K (-5.3%) | 0.81% -0.027 pp | 0.01% 0.000 pp | USD21.30 +92.4% | 50 qtrs — |
| 21 | ALGERT GLOBAL LLC | 335.3K +35.0K (+11.7%) | 13.74M +682.0K (+5.2%) | 0.72% +0.050 pp | 0.21% -0.004 pp | USD35.58 +15.2% | 22 qtrs — |
| 22 | QUBE RESEARCH & TECHNOLOGIES LTD | 294.0K -195.0K (-39.9%) | 12.05M -9.2M (-43.3%) | 0.63% -0.459 pp | 0.01% -0.010 pp | USD39.07 +4.9% | 16 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 281.9K +56.5K (+25.0%) | 11.55M +1.7M (+17.8%) | 0.61% +0.103 pp | 0.00% +0.000 pp | USD33.77 +21.4% | 51 qtrs — |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 272.3K +11.7K (+4.5%) | 11.16M -172.5K (-1.5%) | 0.58% +0.004 pp | 0.23% -0.008 pp | USD41.55 -1.4% | 5 qtrs — |
| 25 | POINT72 ASSET MANAGEMENT, L.P. | 265.7K +265.7K (+100.0%) | 10.89M +10.9M (+100.0%) | 0.57% +0.570 pp | 0.01% +0.012 pp | USD40.98 +0.0% | 1 qtrs NEW |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 259.9K +11.6K (+4.7%) | 10.65M -149.4K (-1.4%) | 0.56% +0.004 pp | 0.01% +0.000 pp | USD21.60 +89.7% | 51 qtrs — |
| 27 | RUSSELL INVESTMENTS GROUP, LTD. | 251.6K +1.0K (+0.4%) | 10.31M -587.2K (-5.4%) | 0.54% -0.019 pp | 0.01% -0.001 pp | USD21.39 +91.6% | 37 qtrs — |
| 28 | INVESCO LTD. | 243.4K +7.3K (+3.1%) | 9.97M -291.7K (-2.8%) | 0.52% -0.004 pp | 0.00% 0.000 pp | USD31.23 +31.2% | 51 qtrs — |
| 29 | GATOR CAPITAL MANAGEMENT, LLC | 241.4K +8.2K (+3.5%) | 9.89M -248.2K (-2.4%) | 0.52% -0.002 pp | 2.01% -0.566 pp | USD29.19 +40.4% | 17 qtrs — |
| 30 | FEDERATED HERMES, INC. | 238.3K +46.2K (+24.1%) | 9.77M +1.4M (+16.9%) | 0.51% +0.083 pp | 0.02% +0.002 pp | USD32.89 +24.6% | 50 qtrs — |
| 31 | TWO SIGMA INVESTMENTS, LP | 227.7K -46.0K (-16.8%) | 9.33M -2.6M (-21.6%) | 0.49% -0.121 pp | 0.01% -0.005 pp | USD38.58 +6.2% | 19 qtrs — |
| 32 | CSM ADVISORS, LLC | 222.7K +11.1K (+5.3%) | 9.13M -74.0K (-0.8%) | 0.48% +0.006 pp | 0.25% -0.009 pp | USD42.77 -4.2% | 3 qtrs — |
| 33 | PANAGORA ASSET MANAGEMENT INC | 191.9K -96.9K (-33.6%) | 7.86M -4.7M (-37.4%) | 0.41% -0.232 pp | 0.03% -0.023 pp | USD34.13 +20.1% | 18 qtrs — |
| 34 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 190.1K -12.9K (-6.4%) | 7.79M -1.0M (-11.8%) | 0.41% -0.045 pp | 0.03% -0.006 pp | USD35.49 +15.5% | 45 qtrs — |
| 35 | PRICE T ROWE ASSOCIATES INC /MD/ | 187.4K +18.5K (+10.9%) | 7.68M +333.0K (+4.5%) | 0.40% +0.026 pp | 0.00% +0.000 pp | USD33.66 +21.7% | 51 qtrs — |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 185.0K -55.8K (-23.2%) | 7.58M -2.9M (-27.6%) | 0.40% -0.140 pp | 0.00% -0.001 pp | USD23.89 +71.5% | 20 qtrs — |
| 37 | EMPOWERED FUNDS, LLC | 177.1K -274.8K (-60.8%) | 7.26M -12.4M (-63.1%) | 0.38% -0.627 pp | 0.06% -0.141 pp | USD42.56 -3.7% | 5 qtrs — |
| 38 | AMERIPRISE FINANCIAL INC | 163.8K -6.8K (-4.0%) | 6.72M -707.7K (-9.5%) | 0.35% -0.029 pp | 0.00% 0.000 pp | USD20.84 +96.6% | 51 qtrs — |
| 39 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 149.3K +19.9K (+15.4%) | 6.12M +489.3K (+8.7%) | 0.32% +0.032 pp | 0.02% +0.003 pp | USD40.00 +2.4% | 11 qtrs — |
| 40 | RHUMBLINE ADVISERS | 149.0K -7.9K (-5.0%) | 6.10M -716.3K (-10.5%) | 0.32% -0.030 pp | 0.00% -0.001 pp | USD22.04 +85.9% | 51 qtrs — |
| 41 | INTECH INVESTMENT MANAGEMENT LLC | 148.0K +77.2K (+109.0%) | 6.07M +3.0M (+97.0%) | 0.32% +0.160 pp | 0.05% +0.027 pp | USD41.69 -1.7% | 7 qtrs — |
| 42 | BURNEY CO/ | 144.3K -104.0K (-41.9%) | 5.91M -4.9M (-45.2%) | 0.31% -0.244 pp | 0.18% -0.159 pp | USD42.83 -4.3% | 3 qtrs — |
| 43 | TWO SIGMA ADVISERS, LP | 141.8K -62.9K (-30.7%) | 5.81M -3.1M (-34.7%) | 0.30% -0.152 pp | 0.01% -0.007 pp | USD36.59 +12.0% | 38 qtrs — |
| 44 | CBOE VEST FINANCIAL, LLC | 141.1K +20.0K (+16.5%) | 5.78M +516.6K (+9.8%) | 0.30% +0.033 pp | 0.07% +0.005 pp | USD41.13 -0.4% | 4 qtrs — |
| 45 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 137.5K -577.0 (-0.4%) | 5.63M -369.2K (-6.1%) | 0.30% -0.013 pp | 0.01% -0.001 pp | USD42.35 -3.2% | 5 qtrs — |
| 46 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 129.1K +69.1K (+115.2%) | 5.29M +2.7M (+102.7%) | 0.28% +0.143 pp | 0.01% +0.004 pp | USD41.14 -0.4% | 6 qtrs — |
| 47 | UBS GROUP AG | 128.6K -4.7K (-3.6%) | 5.27M -528.8K (-9.1%) | 0.28% -0.021 pp | 0.00% 0.000 pp | USD40.66 +0.8% | 43 qtrs — |
| 48 | RAFFLES ASSOCIATES LP | 120.1K +— (+0.0%) | 4.92M -301.4K (-5.8%) | 0.26% -0.010 pp | 3.69% -1.171 pp | USD30.12 +36.1% | 13 qtrs — |
| 49 | CENTERBOOK PARTNERS LP | 111.2K +50.5K (+83.2%) | 4.56M +1.9M (+72.7%) | 0.24% +0.103 pp | 0.22% +0.092 pp | USD42.25 -3.0% | 3 qtrs — |
| 50 | LEGAL & GENERAL GROUP PLC | 110.5K -3.6K (-3.1%) | 4.53M -433.4K (-8.7%) | 0.24% -0.017 pp | 0.00% 0.000 pp | USD18.61 +120.2% | 46 qtrs — |
| 51 | FRANKLIN RESOURCES INC | 110.3K -31.9K (-22.4%) | 4.52M -1.7M (-26.9%) | 0.24% -0.080 pp | 0.00% 0.000 pp | USD34.81 +17.7% | 18 qtrs — |
| 52 | PRUDENTIAL FINANCIAL INC | 109.2K -3.0K (-2.7%) | 4.47M -404.6K (-8.3%) | 0.23% -0.016 pp | 0.01% 0.000 pp | USD27.89 +46.9% | 51 qtrs — |
| 53 | POLARIS CAPITAL MANAGEMENT, LLC | 108.0K -4.1K (-3.7%) | 4.43M -449.4K (-9.2%) | 0.23% -0.018 pp | 0.37% +0.047 pp | USD10.16 +303.3% | 38 qtrs — |
| 54 | BANK OF AMERICA CORP /DE/ | 103.2K -4.7K (-4.4%) | 4.23M -463.7K (-9.9%) | 0.22% -0.019 pp | 0.00% +0.000 pp | USD33.51 +22.3% | 51 qtrs — |
| 55 | UBS ASSET MANAGEMENT AMERICAS INC | 103.1K +103.1K (+100.0%) | 4.22M +4.2M (+100.0%) | 0.22% +0.221 pp | 0.00% +0.001 pp | USD40.98 +0.0% | 51 qtrs — |
| 56 | TREXQUANT INVESTMENT LP | 102.9K +446.0 (+0.4%) | 4.22M -239.0K (-5.4%) | 0.22% -0.008 pp | 0.04% -0.008 pp | USD42.94 -4.6% | 17 qtrs — |
| 57 | SQUAREPOINT OPS LLC | 101.7K +92.4K (+990.9%) | 4.17M +3.8M (+927.9%) | 0.22% +0.198 pp | 0.00% +0.004 pp | USD41.21 -0.6% | 10 qtrs — |
| 58 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 98.4K -3.7K (-3.6%) | 4.03M -407.9K (-9.2%) | 0.21% -0.016 pp | 0.03% -0.003 pp | USD25.47 +60.9% | 21 qtrs — |
| 59 | SEI INVESTMENTS CO | 96.9K +11.9K (+14.0%) | 3.97M +275.4K (+7.4%) | 0.21% +0.019 pp | 0.00% 0.000 pp | USD41.75 -1.8% | 9 qtrs — |
| 60 | THRIVENT FINANCIAL FOR LUTHERANS | 96.3K -1.9K (-2.0%) | 3.95M -326.0K (-7.6%) | 0.21% -0.012 pp | 0.01% -0.001 pp | USD43.49 -5.8% | 45 qtrs — |
| 61 | MARTINGALE ASSET MANAGEMENT L P | 94.5K +5.6K (+6.3%) | 3.87M +7.3K (+0.2%) | 0.20% +0.005 pp | 0.10% +0.001 pp | USD25.26 +62.2% | 46 qtrs — |
| 62 | AQR CAPITAL MANAGEMENT LLC | 94.0K -2.2K (-2.3%) | 3.85M -331.7K (-7.9%) | 0.20% -0.013 pp | 0.00% -0.001 pp | USD36.47 +12.4% | 51 qtrs — |
| 63 | VICTORY CAPITAL MANAGEMENT INC | 88.7K -14.5K (-14.1%) | 3.64M -854.2K (-19.0%) | 0.19% -0.040 pp | 0.00% -0.001 pp | USD28.13 +45.7% | 28 qtrs — |
| 64 | D. E. SHAW & CO., INC. | 88.7K +48.2K (+119.0%) | 3.63M +1.9M (+106.3%) | 0.19% +0.100 pp | 0.00% +0.001 pp | USD40.30 +1.7% | 7 qtrs — |
| 65 | SWISS NATIONAL BANK | 87.8K +1.0K (+1.2%) | 3.60M -176.9K (-4.7%) | 0.19% -0.005 pp | 0.00% +0.000 pp | USD16.76 +144.5% | 51 qtrs — |
| 66 | CITADEL ADVISORS LLC | 87.7K +7.5K (+9.3%) | 3.60M +103.9K (+3.0%) | 0.19% +0.009 pp | 0.00% +0.000 pp | USD41.12 -0.3% | 17 qtrs — |
| 67 | Y-INTERCEPT (HONG KONG) LTD | 86.8K +43.9K (+102.3%) | 3.56M +1.7M (+90.6%) | 0.19% +0.091 pp | 0.08% +0.035 pp | USD42.22 -2.9% | 2 qtrs — |
| 68 | BARCLAYS PLC | 82.2K -13.8K (-14.4%) | 3.37M -945.7K (-21.9%) | 0.18% -0.038 pp | 0.00% 0.000 pp | USD37.80 +8.4% | 51 qtrs — |
| 69 | JACOBS ASSET MANAGEMENT, LLC | 79.3K -4.6K (-5.4%) | 3.25M -397.7K (-10.9%) | 0.17% -0.017 pp | 1.81% -0.186 pp | USD28.50 +43.8% | 23 qtrs — |
| 70 | BESSEMER GROUP INC | 76.6K +76.1K (+15,097.6%) | 3.14M +3.1M (+14,168.2%) | 0.16% +0.163 pp | 0.00% +0.005 pp | USD40.98 +0.0% | 11 qtrs — |
| 71 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 74.7K +74.3K (+16,994.7%) | 3.06M +3.0M (+16,010.5%) | 0.16% +0.159 pp | 0.00% +0.004 pp | USD40.99 0.0% | 3 qtrs — |
| 72 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 72.7K -4.8K (-6.1%) | 2.98M -389.7K (-11.6%) | 0.16% -0.017 pp | 0.00% 0.000 pp | USD34.58 +18.5% | 17 qtrs — |
| 73 | KENNEDY CAPITAL MANAGEMENT LLC | 63.2K -383.0 (-0.6%) | 2.59M -175.3K (-6.3%) | 0.14% -0.006 pp | 0.05% -0.006 pp | USD30.52 +34.3% | 12 qtrs — |
| 74 | TUDOR INVESTMENT CORP ET AL | 63.0K -117.9K (-65.1%) | 2.58M -5.3M (-67.2%) | 0.14% -0.268 pp | 0.00% -0.009 pp | USD42.92 -4.5% | 7 qtrs — |
| 75 | NISA INVESTMENT ADVISORS, LLC | 58.7K -311.0 (-0.5%) | 2.42M -161.1K (-6.2%) | 0.13% -0.006 pp | 0.01% -0.002 pp | USD9.20 +345.4% | 40 qtrs — |
| 76 | VERITION FUND MANAGEMENT LLC | 57.0K +4.7K (+8.9%) | 2.34M +59.2K (+2.6%) | 0.12% +0.006 pp | 0.01% 0.000 pp | USD42.77 -4.2% | 5 qtrs — |
| 77 | ALLIANCEBERNSTEIN L.P. | 56.8K +6.2K (+12.3%) | 2.33M +127.2K (+5.8%) | 0.12% +0.009 pp | 0.00% +0.000 pp | USD23.48 +74.5% | 51 qtrs — |
| 78 | ELIZABETH PARK CAPITAL ADVISORS, LTD. | 56.2K +— (+0.0%) | 2.30M -141.1K (-5.8%) | 0.12% -0.005 pp | 1.90% -0.081 pp | USD33.66 +21.7% | 10 qtrs — |
| 79 | WELLS FARGO & COMPANY/MN | 56.2K +15.3K (+37.4%) | 2.30M +523.5K (+29.4%) | 0.12% +0.029 pp | 0.00% +0.000 pp | USD35.14 +16.6% | 51 qtrs — |
| 80 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 52.5K -1.4K (-2.6%) | 2.15M -192.6K (-8.2%) | 0.11% -0.007 pp | 0.12% -0.012 pp | USD31.11 +31.7% | 19 qtrs — |
| 81 | RANGE FINANCIAL GROUP LLC | 50.4K +5.8K (+13.0%) | 2.06M +125.3K (+6.5%) | 0.11% +0.009 pp | 0.71% +0.015 pp | USD42.10 -2.7% | 14 qtrs — |
| 82 | VOYA INVESTMENT MANAGEMENT LLC | 49.0K +521.0 (+1.1%) | 2.01M -100.4K (-4.8%) | 0.11% -0.003 pp | 0.00% 0.000 pp | USD26.13 +56.8% | 51 qtrs — |
| 83 | X-SQUARE CAPITAL, LLC | 48.0K -114.0K (-70.4%) | 1.97M -5.1M (-72.1%) | 0.10% -0.258 pp | 0.64% -1.556 pp | USD27.33 +49.9% | 33 qtrs — |
| 84 | DE LISLE PARTNERS LLP | 45.0K -5.0K (-10.0%) | 1.84M -332.7K (-15.3%) | 0.10% -0.015 pp | 0.24% -0.030 pp | USD40.02 +2.4% | 4 qtrs — |
| 85 | NEW AGE ALPHA ADVISORS, LLC | 43.3K +7.0K (+19.4%) | 1.77M +197.8K (+12.5%) | 0.09% +0.012 pp | 0.08% +0.010 pp | USD40.18 +2.0% | 4 qtrs — |
| 86 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 41.5K -1.5K (-3.5%) | 1.70M -169.2K (-9.1%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD18.20 +125.2% | 51 qtrs — |
| 87 | CITIGROUP INC | 41.4K -9.9K (-19.3%) | 1.70M -534.6K (-24.0%) | 0.09% -0.026 pp | 0.00% 0.000 pp | USD33.75 +21.4% | 51 qtrs — |
| 88 | MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 39.7K -1.8K (-4.3%) | 1.63M -177.2K (-9.8%) | 0.09% -0.007 pp | 0.00% -0.001 pp | USD34.09 +20.2% | 15 qtrs — |
| 89 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 38.1K -11.6K (-23.3%) | 1.56M -619.0K (-28.4%) | 0.08% -0.029 pp | 0.00% 0.000 pp | USD26.50 +54.6% | 49 qtrs — |
| 90 | BNP PARIBAS ARBITRAGE, SNC | 37.2K -6.9K (-15.6%) | 1.53M -391.7K (-20.4%) | 0.08% -0.018 pp | 0.00% 0.000 pp | USD40.70 +0.7% | 51 qtrs — |
| 91 | RAFFERTY ASSET MANAGEMENT, LLC | 34.8K -9.9K (-22.2%) | 1.42M -518.2K (-26.7%) | 0.07% -0.025 pp | 0.00% -0.001 pp | USD32.87 +24.7% | 23 qtrs — |
| 92 | VIRGINIA RETIREMENT SYSTEMS ET AL | 34.7K +1.7K (+5.2%) | 1.42M -13.1K (-0.9%) | 0.07% +0.001 pp | 0.01% -0.001 pp | USD40.13 +2.1% | 4 qtrs — |
| 93 | SG AMERICAS SECURITIES, LLC | 33.3K +6.9K (+26.1%) | 1.36M +216.0K (+18.8%) | 0.07% +0.013 pp | 0.00% -0.002 pp | USD40.41 +1.4% | 12 qtrs — |
| 94 | HRT FINANCIAL LP | 32.8K -25.0K (-43.2%) | 1.35M -1.2M (-46.5%) | 0.07% -0.058 pp | 0.00% -0.005 pp | USD43.33 -5.4% | 22 qtrs — |
| 95 | DARK FOREST CAPITAL MANAGEMENT LP | 32.8K +32.8K (+100.0%) | 1.34M +1.3M (+100.0%) | 0.07% +0.071 pp | 0.06% +0.061 pp | USD40.98 +0.0% | 1 qtrs NEW |
| 96 | QUANTBOT TECHNOLOGIES LP | 32.2K +14.8K (+85.6%) | 1.32M +564.7K (+74.9%) | 0.07% +0.030 pp | 0.04% +0.023 pp | USD42.25 -3.0% | 10 qtrs — |
| 97 | UNISON ADVISORS LLC | 30.6K +213.0 (+0.7%) | 1.26M -67.5K (-5.1%) | 0.07% -0.002 pp | 0.11% -0.011 pp | USD18.64 +119.8% | 31 qtrs — |
| 98 | NORTHCREST ASSET MANANGEMENT, LLC | 28.9K +28.0 (+0.1%) | 1.20M -19.1K (-1.6%) | 0.06% -0.002 pp | 0.03% -0.002 pp | USD32.24 +27.1% | 17 qtrs — |
| 99 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 29.2K +21.0 (+0.1%) | 1.20M -72.3K (-5.7%) | 0.06% -0.002 pp | 0.00% 0.000 pp | USD44.77 -8.5% | 6 qtrs — |
| 100 | CAMPBELL & CO INVESTMENT ADVISER LLC | 27.1K +8.7K (+47.5%) | 1.11M +311.1K (+39.0%) | 0.06% +0.017 pp | 0.05% -0.007 pp | USD42.68 -4.0% | 2 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 152 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust SMID Capital Strength ETF FSCS | 1.15% | 656.5K | 0.60% |
| 2 | First Trust SMID Cap Rising Dividend Achievers ETF SDVY | 0.92% | 103.92M | 0.58% |
| 3 | Invesco S&P SmallCap Low Volatility ETF XSLV | 0.83% | 2.02M | 0.25% |
| 4 | State Street SPDR S&P Bank ETF KBE | 0.81% | 12.36M | 0.35% |
| 5 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.73% | 4.77M | 0.37% |
| 6 | TD Q U.S. Small-Mid-Cap Equity ETF TQSM.TO | 0.72% | 4.95M | 0.45% |
| 7 | Hartford Multifactor Small Cap ETF ROSC | 0.57% | 348.2K | 0.34% |
| 8 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.52% | 848.3K | 0.51% |
| 9 | Invesco S&P SmallCap Financials ETF PSCF | 0.45% | 122.0K | 0.29% |
| 10 | Invesco S&P SmallCap Quality ETF XSHQ | 0.42% | 1.06M | 0.29% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
1.05
Neutral
Buys
6
Sells
3
Shares acquired
16.3K
Shares disposed
15.5K
Cash buys
—
Cash sales
—
Net activity
+793
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | Rodriguez Mari Evelyn | Officer | M-Exempt | A | Common Stock | 8,750 | 0.00 | — | 15,729 | D | ↗ |
| 2026-05-11 | Velez-Dominguez Rafael A | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-05-04 | Vazquez Angel E. | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-04-29 | Garcia Rodriguez Roberto | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,550 | D | ↗ |
| 2026-04-24 | FRANQUI ANNETTE | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-04-24 | Colon Jorge | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-04-23 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 205,009 | D | ↗ |
| 2026-03-30 | Rodriguez Mari Evelyn | Officer | A-Award | A | Restricted Units | 2,790 | 0.00 | — | 8,327 | D | ↗ |
| 2026-03-30 | De Jesus Nestor | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-03-27 | Harnett Sue | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2026-03-26 | Gonzalez Hugh | Officer | A-Award | A | Restricted Units | 2,080 | 0.00 | — | 4,067 | D | ↗ |
| 2026-03-26 | Arizmendi Maritza | Officer | A-Award | A | Restricted Units | 4,090 | 0.00 | — | 8,101 | D | ↗ |
| 2026-03-22 | Grindstaff Lynda | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,550 | D | ↗ |
| 2026-03-19 | Ortiz Cesar A | Officer | A-Award | A | Restricted Units | 2,145 | 0.00 | — | 4,182 | D | ↗ |
| 2026-03-19 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Restricted Units | 14,390 | 0.00 | — | 42,435 | D | ↗ |
| 2026-03-10 | Rodriguez Mari Evelyn | Officer | F-InKind | D | Common Stock | 199 | 41.39 | 8.2K | 6,979 | D | ↗ |
| 2026-03-10 | Ortiz Cesar A | Officer | F-InKind | D | Common Stock | 376 | 41.39 | 15.6K | 2,738 | D | ↗ |
| 2026-03-10 | Haggarty Patrick J. | Director / Officer | F-InKind | D | Common Stock | 175 | 41.39 | 7.2K | 30,259 | D | ↗ |
| 2026-03-10 | Gonzalez Hugh | Officer | M-Exempt | D | Restricted Units | 667 | 0.00 | — | 1,987 | D | ↗ |
| 2026-03-10 | Garcia Ada | Officer | M-Exempt | D | Restricted Units | 717 | 0.00 | — | 2,037 | D | ↗ |
| 2026-03-10 | FERNANDEZ JOSE RAFAEL | Director / Officer | M-Exempt | D | Restricted Units | 5,150 | 0.00 | — | 28,045 | D | ↗ |
| 2026-03-10 | Arizmendi Maritza | Officer | M-Exempt | D | Restricted Units | 1,417 | 0.00 | — | 4,011 | D | ↗ |
| 2026-03-04 | Velez-Dominguez Rafael A | Director | M-Exempt | D | Restricted Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2026-03-04 | Vazquez Angel E. | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 2,400 | D | ↗ |
| 2026-03-04 | Rodriguez Mari Evelyn | Officer | A-Award | A | Common Stock | 660 | 0.00 | — | 6,644 | D | ↗ |
| 2026-03-04 | Ortiz Cesar A | Officer | A-Award | A | Common Stock | 1,410 | 0.00 | — | 3,190 | D | ↗ |
| 2026-03-04 | Harnett Sue | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 8,620 | D | ↗ |
| 2026-03-04 | Haggarty Patrick J. | Director / Officer | A-Award | A | Common Stock | 1,410 | 0.00 | — | 30,115 | D | ↗ |
| 2026-03-04 | Grindstaff Lynda | Director | A-Award | A | Common Stock | 300 | 0.00 | — | 300 | D | ↗ |
| 2026-03-04 | Gonzalez Hugh | Officer | M-Exempt | D | Restricted Units | 1,310 | 0.00 | — | 2,654 | D | ↗ |
| 2026-03-04 | Garcia Ada | Officer | M-Exempt | D | Restricted Units | 1,410 | 0.00 | — | 2,754 | D | ↗ |
| 2026-03-04 | FRANQUI ANNETTE | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 4,940 | D | ↗ |
| 2026-03-04 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Common Stock | 11,490 | 0.00 | — | 215,244 | D | ↗ |
| 2026-03-04 | De Jesus Nestor | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 24,190 | D | ↗ |
| 2026-03-04 | Colon Jorge | Director | A-Award | A | Common Stock | 1,500 | 0.00 | — | 29,043 | D | ↗ |
| 2026-03-04 | Arizmendi Maritza | Officer | M-Exempt | D | Restricted Units | 2,996 | 0.00 | — | 5,428 | D | ↗ |
| 2026-03-03 | Garcia Rodriguez Roberto | Director | F-InKind | D | Common Stock | 30 | 42.66 | 1.3K | 270 | D | ↗ |
| 2026-02-20 | FRANQUI ANNETTE | Director | P-Purchase | A | Common Stock | 1,540 | 42.07 | 64.8K | 3,440 | D | ↗ |
| 2026-02-09 | Ortiz Cesar A | Officer | M-Exempt | A | Common Stock | 3,375 | 0.00 | — | 3,726 | D | ↗ |
| 2026-02-09 | Haggarty Patrick J. | Director / Officer | M-Exempt | A | Common Stock | 3,375 | 0.00 | — | 29,706 | D | ↗ |
| 2026-02-09 | Gonzalez Hugh | Officer | M-Exempt | A | Common Stock | 2,925 | 0.00 | — | 16,576 | D | ↗ |
| 2026-02-09 | Garcia Ada | Officer | M-Exempt | A | Common Stock | 3,375 | 0.00 | — | 37,157 | D | ↗ |
| 2026-02-02 | Arizmendi Maritza | Officer | F-InKind | D | Common Stock | 2,508 | 41.26 | 103.5K | 63,612 | D | ↗ |
| 2026-01-16 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Common Stock | 30,525 | 0.00 | — | 222,786 | D | ↗ |
| 2026-01-09 | FERNANDEZ JOSE RAFAEL | Director / Officer | M-Exempt | A | Common Stock | 13,481 | 0.00 | — | 198,156 | D | ↗ |
| 2025-12-22 | De Jesus Nestor | Director | S-Sale | D | Common Stock | 2,000 | 42.31 | 84.6K | 22,690 | D | ↗ |
| 2025-12-15 | Ortiz Cesar A | Officer | S-Sale | D | Common Stock | 5,500 | 42.18 | 232.0K | 351 | D | ↗ |
| 2025-11-12 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 25,232 | 40.95 | 1.03M | 184,675 | D | ↗ |
| 2025-11-11 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 4,768 | 40.53 | 193.2K | 209,907 | D | ↗ |
| 2025-11-10 | Colon Jorge | Director | S-Sale | D | Common Stock | 25,000 | 40.85 | 1.02M | 27,543 | D | ↗ |
| 2025-09-29 | Garcia Rodriguez Roberto | Director | A-Award | A | Restricted Units | 50 | 0.00 | — | 350 | D | ↗ |
| 2025-09-24 | Grindstaff Lynda | Director | A-Award | A | Restricted Units | 50 | 0.00 | — | 350 | D | ↗ |
| 2025-09-22 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 600 | 0.00 | — | 214,675 | D | ↗ |
| 2025-09-02 | Gonzalez Hugh | Officer | G-Gift | D | Common Stock | 45 | 0.00 | — | 13,651 | D | ↗ |
| 2025-07-22 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 15,000 | 0.00 | — | 215,275 | D | ↗ |
| 2025-06-10 | Arizmendi Maritza | Officer | S-Sale | D | Common Stock | 5,000 | 42.30 | 211.5K | 58,470 | D | ↗ |
| 2025-05-05 | Rodriguez Mari Evelyn | Officer | M-Exempt | A | Common Stock | 3,500 | 0.00 | — | 6,767 | D | ↗ |
| 2025-05-05 | Arizmendi Maritza | Officer | S-Sale | D | Common Stock | 5,000 | 41.44 | 207.2K | 63,470 | D | ↗ |
| 2025-04-29 | Garcia Rodriguez Roberto | Director | A-Award | A | Restricted Units | 300 | 0.00 | — | 300 | D | ↗ |
| 2025-04-07 | Arizmendi Maritza | Officer | A-Award | A | Restricted Units | 3,890 | 0.00 | — | 8,424 | D | ↗ |
| 2025-04-01 | Colon Jorge | Director | M-Exempt | A | Common Stock | 2,800 | 0.00 | — | 52,543 | D | ↗ |
| 2025-03-26 | Vazquez Angel E. | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2025-03-21 | Franqui Annette | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2025-03-20 | Franqui Annette | Director | M-Exempt | A | Common Stock | 1,300 | 0.00 | — | 1,900 | D | ↗ |
| 2025-03-20 | De Jesus Nestor | Director | M-Exempt | A | Common Stock | 2,800 | 0.00 | — | 24,690 | D | ↗ |
| 2025-03-19 | Grindstaff Lynda | Director | A-Award | A | Restricted Units | 300 | 0.00 | — | 300 | D | ↗ |
| 2025-03-18 | De Jesus Nestor | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 4,300 | D | ↗ |
| 2025-03-13 | Velez-Dominguez Rafael A | Director | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 10,505 | D | ↗ |
| 2025-03-13 | Vazquez Angel E. | Director | M-Exempt | D | Restricted Units | 900 | 0.00 | — | 0 | D | ↗ |
| 2025-03-12 | Gonzalez Hugh | Officer | A-Award | A | Restricted Units | 1,980 | 0.00 | — | 3,964 | D | ↗ |
| 2025-03-12 | Garcia Ada | Officer | A-Award | A | Restricted Units | 1,980 | 0.00 | — | 4,164 | D | ↗ |
| 2025-03-11 | Ortiz Cesar A | Officer | A-Award | A | Restricted Units | 1,980 | 0.00 | — | 4,164 | D | ↗ |
| 2025-03-11 | Harnett Sue | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2025-03-08 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Restricted Units | 14,120 | 0.00 | — | 58,166 | D | ↗ |
| 2025-03-07 | Rodriguez Mari Evelyn | Officer | F-InKind | D | Common Stock | 198 | 41.61 | 8.2K | 3,267 | D | ↗ |
| 2025-03-07 | Harnett Sue | Director | F-InKind | D | Common Stock | 280 | 41.61 | 11.7K | 7,120 | D | ↗ |
| 2025-03-07 | Haggarty Patrick J. | Director / Officer | M-Exempt | A | Common Stock | 1,950 | 0.00 | — | 26,789 | D | ↗ |
| 2025-03-07 | Colon Jorge | Director | A-Award | A | Restricted Units | 1,500 | 0.00 | — | 4,300 | D | ↗ |
| 2025-03-07 | Arizmendi Maritza | Officer | M-Exempt | D | Restricted Units | 4,700 | 0.00 | — | 4,534 | D | ↗ |
| 2025-03-05 | Ortiz Cesar A | Officer | M-Exempt | D | Restricted Units | 1,950 | 0.00 | — | 2,450 | D | ↗ |
| 2025-03-05 | Gonzalez Hugh | Officer | M-Exempt | D | Restricted Units | 1,716 | 0.00 | — | 1,984 | D | ↗ |
| 2025-03-05 | Garcia Ada | Officer | M-Exempt | A | Common Stock | 1,950 | 0.00 | — | 34,357 | D | ↗ |
| 2025-02-26 | FERNANDEZ JOSE RAFAEL | Director / Officer | M-Exempt | D | Restricted Units | 18,683 | 0.00 | — | 44,046 | D | ↗ |
| 2025-02-11 | Ortiz Cesar A | Officer | M-Exempt | A | Common Stock | 2,175 | 0.00 | — | 6,002 | D | ↗ |
| 2025-02-11 | Haggarty Patrick J. | Director / Officer | M-Exempt | A | Common Stock | 2,175 | 0.00 | — | 25,350 | D | ↗ |
| 2025-02-11 | Gonzalez Hugh | Officer | M-Exempt | A | Common Stock | 1,800 | 0.00 | — | 13,088 | D | ↗ |
| 2025-02-11 | Garcia Ada | Officer | M-Exempt | A | Common Stock | 2,175 | 0.00 | — | 33,048 | D | ↗ |
| 2025-02-11 | Arizmendi Maritza | Officer | M-Exempt | A | Common Stock | 7,125 | 0.00 | — | 67,318 | D | ↗ |
| 2025-02-06 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 4,500 | 0.00 | — | 230,275 | D | ↗ |
| 2025-01-07 | FERNANDEZ JOSE RAFAEL | Director / Officer | F-InKind | D | Restricted Units | 4,580 | 41.60 | 190.5K | 62,729 | D | ↗ |
| 2024-12-05 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 50,000 | 45.37 | 2.27M | 234,775 | D | ↗ |
| 2024-12-04 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 334,775 | D | ↗ |
| 2024-11-25 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 335,275 | D | ↗ |
| 2024-11-06 | Colon Jorge | Director | S-Sale | D | Common Stock | 10,000 | 46.40 | 464.0K | 49,743 | D | ↗ |
| 2024-09-26 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 337,275 | D | ↗ |
| 2024-09-20 | Grindstaff Lynda | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-20 | Garcia Rodriguez Roberto | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-30 | Colon Jorge | Director | S-Sale | D | Common Stock | 11,176 | 45.56 | 509.1K | 59,743 | — | ↗ |
| 2024-07-29 | Colon Jorge | Director | S-Sale | D | Common Stock | 33,081 | 45.73 | 1.51M | 70,919 | — | ↗ |
| 2024-07-22 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 20,000 | 0.00 | — | 337,775 | — | ↗ |
| 2024-06-27 | INCLAN JULIAN | Director | G-Gift | D | Common Stock | 12,000 | 0.00 | — | 99,486 | — | ↗ |
| 2024-06-17 | Franqui Annette | Director | M-Exempt | D | Restricted Units | 600 | 0.00 | — | 1,300 | — | ↗ |
| 2024-05-16 | Colon Jorge | Director | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 104,000 | — | ↗ |
| 2024-05-14 | INCLAN JULIAN | Director | M-Exempt | A | Common Stock | 1,619 | 0.00 | — | 111,486 | — | ↗ |
| 2024-05-08 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 6,695 | 37.93 | 253.9K | 76,578 | — | ↗ |
| 2024-05-08 | De Jesus Nestor | Director | M-Exempt | D | Restricted Units | 1,700 | 0.00 | — | 2,800 | — | ↗ |
| 2024-05-07 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 8,062 | 38.04 | 306.7K | 83,273 | — | ↗ |
| 2024-05-06 | Rodriguez Mari Evelyn | Officer | M-Exempt | D | Restricted Units | 3,500 | 0.00 | — | 9,150 | — | ↗ |
| 2024-05-06 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 20,074 | 38.00 | 762.9K | 91,335 | — | ↗ |
| 2024-05-03 | INCLAN JULIAN | Director | M-Exempt | A | Common Stock | 2,500 | 0.00 | — | 109,867 | — | ↗ |
| 2024-05-01 | Velez-Dominguez Rafael A | Director | M-Exempt | D | Restricted Units | 1,700 | 0.00 | — | 1,700 | — | ↗ |
| 2024-05-01 | Harnett Sue | Director | M-Exempt | D | Restricted Units | 1,700 | 0.00 | — | 2,800 | — | ↗ |
| 2024-03-28 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 7,628 | 36.40 | 277.7K | 111,409 | — | ↗ |
| 2024-03-28 | Franqui Annette | Director | A-Award | A | Restricted Units | 1,300 | 0.00 | — | 1,900 | — | ↗ |
| 2024-03-27 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 15,768 | 35.91 | 566.2K | 119,037 | — | ↗ |
| 2024-03-24 | De Jesus Nestor | Director | A-Award | A | Restricted Units | 1,300 | 0.00 | — | 4,500 | — | ↗ |
| 2024-03-22 | Velez-Dominguez Rafael A | Director | A-Award | A | Restricted Units | 1,300 | 0.00 | — | 3,400 | — | ↗ |
| 2024-03-21 | Vazquez Angel E. | Director | A-Award | A | Restricted Units | 900 | 0.00 | — | 900 | — | ↗ |
| 2024-03-21 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 9,697 | 36.40 | 353.0K | 134,805 | — | ↗ |
| 2024-03-20 | Arizmendi Maritza | Officer | A-Award | A | Restricted Units | 4,250 | 0.00 | — | 9,234 | — | ↗ |
| 2024-03-19 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 9,071 | 35.18 | 319.1K | 144,502 | — | ↗ |
| 2024-03-19 | Colon Jorge | Director | A-Award | A | Restricted Units | 1,300 | 0.00 | — | 4,500 | — | ↗ |
| 2024-03-15 | Ortiz Cesar A | Officer | A-Award | A | Restricted Units | 2,150 | 0.00 | — | 4,134 | — | ↗ |
| 2024-03-15 | Harnett Sue | Director | A-Award | A | Restricted Units | 1,300 | 0.00 | — | 4,500 | — | ↗ |
| 2024-03-15 | Gonzalez Hugh | Officer | A-Award | A | Restricted Units | 2,000 | 0.00 | — | 3,700 | — | ↗ |
| 2024-03-11 | Garcia Ada | Officer | A-Award | A | Restricted Units | 2,150 | 0.00 | — | 4,134 | — | ↗ |
| 2024-03-11 | Colon Jorge | Director | M-Exempt | A | Common Stock | 2,300 | 0.00 | — | 102,300 | — | ↗ |
| 2024-03-09 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Restricted Units | 15,450 | 0.00 | — | 76,209 | — | ↗ |
| 2024-03-08 | Rodriguez Mari Evelyn | Officer | A-Award | A | Restricted Units | 2,150 | 0.00 | — | 12,650 | — | ↗ |
| 2024-03-08 | Kumar Ganesh | Officer | A-Award | A | Restricted Units | 5,300 | 0.00 | — | 17,984 | — | ↗ |
| 2024-03-08 | Haggarty Patrick J. | Director / Officer | A-Award | A | Restricted Units | 2,150 | 0.00 | — | 4,134 | — | ↗ |
| 2024-03-08 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 2,650 | 0.00 | — | 357,775 | — | ↗ |
| 2024-03-07 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 55,000 | 37.51 | 2.06M | 360,425 | — | ↗ |
| 2024-02-27 | De Jesus Nestor | Director | M-Exempt | A | Common Stock | 2,300 | 0.00 | — | 20,190 | — | ↗ |
| 2024-02-26 | Ortiz Cesar A | Officer | M-Exempt | A | Common Stock | 1,167 | 0.00 | — | 3,730 | — | ↗ |
| 2024-02-26 | Kumar Ganesh | Officer | M-Exempt | A | Common Stock | 4,233 | 0.00 | — | 158,854 | — | ↗ |
| 2024-02-26 | INCLAN JULIAN | Director | M-Exempt | D | Restricted Units | 3,400 | 0.00 | — | 4,700 | — | ↗ |
| 2024-02-26 | Harnett Sue | Director | M-Exempt | A | Common Stock | 2,300 | 0.00 | — | 3,300 | — | ↗ |
| 2024-02-26 | Haggarty Patrick J. | Director / Officer | M-Exempt | D | Restricted Units | 750 | 0.00 | — | 1,984 | — | ↗ |
| 2024-02-26 | Gonzalez Hugh | Officer | F-InKind | D | Common Stock | 122 | 35.55 | 4.3K | 11,671 | — | ↗ |
| 2024-02-26 | Garcia Ada | Officer | F-InKind | D | Common Stock | 221 | 35.71 | 7.9K | 30,873 | — | ↗ |
| 2024-02-26 | FERNANDEZ JOSE RAFAEL | Director / Officer | F-InKind | D | Common Stock | 1,847 | 35.48 | 65.5K | 417,281 | — | ↗ |
| 2024-02-26 | Arizmendi Maritza | Officer | M-Exempt | D | Restricted Units | 1,700 | 0.00 | — | 4,984 | — | ↗ |
| 2024-01-31 | Ortiz Cesar A | Officer | F-InKind | D | Common Stock | 2,687 | 36.49 | 98.0K | 2,563 | — | ↗ |
| 2024-01-31 | Kumar Ganesh | Officer | F-InKind | D | Common Stock | 10,265 | 36.49 | 374.6K | 143,920 | — | ↗ |
| 2024-01-31 | Haggarty Patrick J. | Director / Officer | F-InKind | D | Common Stock | 668 | 36.49 | 24.4K | 21,850 | — | ↗ |
| 2024-01-31 | Gonzalez Hugh | Officer | F-InKind | D | Common Stock | 640 | 36.49 | 23.4K | 10,409 | — | ↗ |
| 2024-01-31 | Garcia Ada | Officer | F-InKind | D | Common Stock | 910 | 36.49 | 33.2K | 29,604 | — | ↗ |
| 2024-01-31 | Arizmendi Maritza | Officer | F-InKind | D | Common Stock | 3,274 | 36.49 | 119.5K | 56,212 | — | ↗ |
| 2024-01-23 | FERNANDEZ JOSE RAFAEL | Director / Officer | M-Exempt | A | Common Stock | 43,275 | 0.00 | — | 421,263 | — | ↗ |
| 2024-01-10 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 5,400 | 0.00 | — | 377,988 | — | ↗ |
| 2024-01-05 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Restricted Units | 40,442 | 0.00 | — | 83,909 | — | ↗ |
| 2023-12-31 | Haggarty Patrick J. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-19 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 5,689 | 38.00 | 216.2K | 125,010 | — | ↗ |
| 2023-12-18 | De Jesus Nestor | Director | S-Sale | D | Common Stock | 3,000 | 36.94 | 110.8K | 17,890 | — | ↗ |
| 2023-12-14 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 8,081 | 37.16 | 300.3K | 130,699 | — | ↗ |
| 2023-12-14 | De Jesus Nestor | Director | S-Sale | D | Common Stock | 2,000 | 37.96 | 75.9K | 20,890 | — | ↗ |
| 2023-12-13 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 5,964 | 36.00 | 214.7K | 138,780 | — | ↗ |
| 2023-12-06 | Ortiz Cesar A | Officer | S-Sale | D | Common Stock | 2,303 | 35.86 | 82.6K | 0 | — | ↗ |
| 2023-12-01 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 10,000 | 34.70 | 347.0K | 144,744 | — | ↗ |
| 2023-11-20 | Arizmendi Maritza | Officer | S-Sale | D | Common Stock | 6,129 | 33.39 | 204.6K | 48,536 | — | ↗ |
| 2023-11-17 | Arizmendi Maritza | Officer | M-Exempt | A | Common Stock | 6,000 | 17.44 | 104.6K | 57,811 | — | ↗ |
| 2023-11-15 | INCLAN JULIAN | Director | S-Sale | D | Common Stock | 10,000 | 33.91 | 339.1K | 10,107 | — | ↗ |
| 2023-09-25 | Haggarty Patrick J. | Director / Officer | S-Sale | D | Common Stock | 1,190 | 28.27 | 33.6K | 0 | — | ↗ |
| 2023-08-04 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 25,000 | 33.41 | 835.3K | 383,388 | — | ↗ |
| 2023-08-01 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 8,804 | 32.88 | 289.5K | 0 | — | ↗ |
| 2023-07-31 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 50,000 | 33.11 | 1.66M | 408,388 | — | ↗ |
| 2023-07-31 | Colon Jorge | Director | S-Sale | D | Common Stock | 3,277 | 33.32 | 109.2K | 100,000 | — | ↗ |
| 2023-07-26 | Rodriguez Mari Evelyn | Officer | — | I | Common Stock | 0 | 0.00 | — | 356 | — | ↗ |
| 2023-07-26 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 2,950 | 0.00 | — | 458,388 | — | ↗ |
| 2023-07-25 | Kumar Ganesh | Officer | M-Exempt | D | Qualified Stock Option | 22,100 | 16.10 | 355.8K | 0 | — | ↗ |
| 2023-07-25 | Gonzalez Hugh | Officer | F-InKind | D | Common Stock | 1,388 | 33.82 | 46.9K | 6,749 | — | ↗ |
| 2023-07-25 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 7,472 | 33.75 | 252.1K | 0 | — | ↗ |
| 2023-07-24 | Kumar Ganesh | Officer | S-Sale | D | Common Stock | 35,638 | 33.87 | 1.21M | 119,106 | — | ↗ |
| 2023-07-24 | INCLAN JULIAN | Director | D-Return | D | Common Stock | 8,000 | 33.75 | 270.0K | 20,107 | — | ↗ |
| 2023-07-24 | FERNANDEZ JOSE RAFAEL | Director / Officer | M-Exempt | D | Qualified Stock Option | 46,300 | 17.44 | 807.5K | 0 | — | ↗ |
| 2023-07-18 | Velez-Dominguez Rafael A | Director | A-Award | A | Restricted Units | 1,700 | 0.00 | — | 2,100 | — | ↗ |
| 2023-06-15 | Franqui Annette | Director | A-Award | A | Restricted Units | 600 | 0.00 | — | 600 | — | ↗ |
| 2023-06-08 | FERNANDEZ JOSE RAFAEL | Director / Officer | M-Exempt | A | Common Stock | 52,300 | 16.10 | 842.0K | 469,064 | — | ↗ |
| 2023-06-07 | FERNANDEZ JOSE RAFAEL | Director / Officer | S-Sale | D | Common Stock | 20,152 | 27.89 | 562.1K | 0 | — | ↗ |
| 2023-06-06 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 416,764 | — | ↗ |
| 2023-05-19 | Colon Jorge | Director | A-Award | A | Restricted Units | 1,700 | 0.00 | — | 5,500 | — | ↗ |
| 2023-05-17 | Harnett Sue | Director | A-Award | A | Restricted Units | 1,700 | 0.00 | — | 5,500 | — | ↗ |
| 2023-05-15 | INCLAN JULIAN | Director | A-Award | A | Restricted Units | 2,500 | 0.00 | — | 8,100 | — | ↗ |
| 2023-05-12 | De Jesus Nestor | Director | A-Award | A | Restricted Units | 1,700 | 0.00 | — | 5,500 | — | ↗ |
| 2023-04-26 | Vazquez Angel E. | Director | — | D | No securities are beneficially owned. | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-04-20 | FERNANDEZ JOSE RAFAEL | Director / Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 417,764 | — | ↗ |
| 2023-04-12 | PEREZ EDWIN | Director | A-Award | A | Restricted Units | 2,200 | 0.00 | — | 11,500 | — | ↗ |
| 2023-04-06 | Harnett Sue | Director | M-Exempt | D | Restricted Units | 1,000 | 0.00 | — | 3,800 | — | ↗ |
| 2023-04-05 | Arizmendi Maritza | Officer | A-Award | A | Restricted Units | 5,100 | 0.00 | — | 10,701 | — | ↗ |
| 2023-03-28 | Ortiz Cesar A | Director / Officer | A-Award | A | Restricted Units | 2,250 | 0.00 | — | 4,384 | — | ↗ |
| 2023-03-27 | FERNANDEZ JOSE RAFAEL | Director / Officer | F-InKind | D | Common Stock | 16,840 | 29.42 | 495.4K | 421,764 | — | ↗ |
| 2023-03-24 | Haggarty Patrick J. | Director / Officer | A-Award | A | Restricted Units | 2,250 | 0.00 | — | 3,717 | — | ↗ |
| 2023-03-24 | Gonzalez Hugh | Officer | A-Award | A | Restricted Units | 1,950 | 0.00 | — | 3,084 | — | ↗ |
| 2023-03-20 | Cabrera Jose E. | Officer | A-Award | A | Restricted Units | 1,250 | 0.00 | — | 3,251 | — | ↗ |
| 2023-03-19 | Garcia Ada | Officer | A-Award | A | Restricted Units | 2,250 | 0.00 | — | 3,784 | — | ↗ |
| 2023-03-17 | Kumar Ganesh | Officer | A-Award | A | Restricted Units | 12,700 | 0.00 | — | 27,618 | — | ↗ |
| 2023-03-17 | FERNANDEZ JOSE RAFAEL | Director / Officer | A-Award | A | Restricted Units | 20,350 | 0.00 | — | 43,467 | — | ↗ |
| 2023-03-16 | PEREZ EDWIN | Director | M-Exempt | A | Common Stock | 1,990 | 0.00 | — | 36,990 | — | ↗ |
| 2023-03-14 | Colon Jorge | Director | M-Exempt | A | Common Stock | 1,990 | 0.00 | — | 103,277 | — | ↗ |
Executive team
Top executives
EBIT / Employee
119.7K
Shares Outstanding
42.26M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2005 | Héctor Méndez Senior Executive Vice President, Treasurer and CFO | 275.0K | 400.0K | — | 30.0K | — | 45.3K | 750.3K | 4.00% | ↗ |
| 2 | 2005 | José Enrique Fernández Chairman of the Board | 375.0K | 325.0K | — | — | — | 35.9K | 735.9K | 0.00% | ↗ |
| 3 | 2005 | José Rafael Fernández President and CEO | 337.5K | 125.0K | — | 40.0K | — | 57.7K | 560.2K | 7.14% | ↗ |
| 4 | 2005 | Héctor Méndez Former Senior Executive Vice President, Treasurer and CFO | 300.0K | 175.2K | — | 10.0K | — | 46.1K | 531.3K | 1.88% | ↗ |
| 5 | 2005 | Néstor Vale Senior Executive Vice President Banking Services | 259.0K | 100.0K | — | 20.0K | — | 38.1K | 417.1K | 4.80% | ↗ |
| 6 | 2005 | Carlos J. Nieves, CPA Senior Executive Vice President and COO Financial Services | 266.9K | 75.0K | — | 20.0K | — | 24.1K | 386.0K | 5.18% | ↗ |
| 7 | 2005 | Ganesh Kumar Executive Vice President Strategic Planning | 229.0K | 75.0K | — | 20.0K | — | 57.1K | 381.1K | 5.25% | ↗ |
| 8 | 2004 | José Enrique Fernández Chairman of the Board | 450.0K | 200.0K | — | — | — | 40.5K | 690.5K | 0.00% | ↗ |
| 9 | 2004 | José Enrique Fernández Chairman, President and Chief Executive Officer | 450.0K | 200.0K | — | — | — | 40.5K | 690.5K | 0.00% | ↗ |
| 10 | 2004 | Néstor Vale Senior Executive Vice President Banking Services | 225.5K | 75.0K | — | 20.0K | — | 110.8K | 431.2K | 4.64% | ↗ |
| 11 | 2004 | José Rafael Fernández Senior Executive Vice President and Chief Operating Officer | 285.0K | 100.0K | — | — | — | 44.1K | 429.1K | 0.00% | ↗ |
| 12 | 2004 | José Rafael Fernández President and CEO | 285.0K | 100.0K | — | — | — | 44.1K | 429.1K | 0.00% | ↗ |
| 13 | 2004 | Carlos J. Nieves, CPA Senior Executive Vice President and COO Financial Services | 250.0K | 50.0K | — | 20.0K | — | 20.1K | 340.1K | 5.88% | ↗ |
| 14 | 2004 | Norberto González Executive Vice President and Acting Chief Financial Officer | 195.0K | 65.0K | — | 15.0K | — | 38.0K | 313.0K | 4.79% | ↗ |
| 15 | 2004 | Ganesh Kumar Executive Vice President Strategic Planning | 106.6K | — | — | 20.0K | — | 64.1K | 190.6K | 10.49% | ↗ |
| 16 | 2003 | José Enrique Fernández Chairman of the Board | 400.0K | 200.2K | — | — | — | 41.4K | 641.6K | 0.00% | ↗ |
| 17 | 2003 | José Enrique Fernández Chairman, President and Chief Executive Officer | 400.0K | 200.2K | — | — | — | 41.4K | 641.6K | 0.00% | ↗ |
| 18 | 2003 | José Rafael Fernández President and CEO | 250.0K | 100.2K | — | — | — | 44.7K | 394.9K | 0.00% | ↗ |
| 19 | 2003 | José Rafael Fernández Senior Executive Vice President and Chief Operating Officer | 250.0K | 100.2K | — | — | — | 44.7K | 394.9K | 0.00% | ↗ |
| 20 | 2003 | Marcial Díaz Executive Vice President Mortgage Banking Department | 153.3K | 100.2K | — | — | — | 29.9K | 283.4K | 0.00% | ↗ |
| 21 | 2003 | José Fernández Richards Senior Vice President Marketing Department | 168.3K | 50.0K | — | — | — | 20.2K | 238.5K | 0.00% | ↗ |
| 22 | 2003 | Norberto González Executive Vice President and Acting Chief Financial Officer | 64.4K | 30.0K | — | 15.0K | — | 8.4K | 117.8K | 12.73% | ↗ |
| 23 | 2002 | José Enrique Fernández Chairman, President and Chief Executive Officer | 400.0K | 150.0K | — | 60.0K | — | 50.2K | 660.2K | 9.09% | ↗ |
| 24 | 2002 | José Rafael Fernández Senior Executive Vice President and Chief Operating Officer | 200.0K | 100.0K | — | 20.0K | — | 38.4K | 358.4K | 5.58% | ↗ |
| 25 | 2002 | José Rafael Fernández Senior Executive Vice President | 200.0K | 100.0K | — | 20.0K | — | 36.0K | 356.0K | 5.62% | ↗ |
| 26 | 2002 | José Fernández Richards Senior Vice President Marketing Department | 137.5K | 50.0K | — | 52.5K | — | 45.9K | 285.9K | 18.37% | ↗ |
| 27 | 2002 | Marcial Díaz Executive Vice President Mortgage Banking Department | 131.8K | 80.0K | — | 15.0K | — | 29.4K | 256.2K | 5.85% | ↗ |
| 28 | 2002 | Elí E. Díaz Executive Vice President | 150.0K | 65.0K | — | 10.0K | — | 30.0K | 255.0K | 3.92% | ↗ |
| 29 | 2002 | Marcial Díaz Executive Vice President | 131.8K | 80.0K | — | 15.0K | — | 28.0K | 254.8K | 5.89% | ↗ |
| 30 | 2002 | Rafael Valladares Senior Vice President and Principal Financial Officer Consists of a car allowance | 150.0K | 50.0K | — | — | — | 24.0K | 224.0K | 0.00% | ↗ |
| 31 | 2001 | José Enrique Fernández Chairman, President and Chief Executive Officer | 360.0K | — | — | — | — | 40.9K | 400.9K | 0.00% | ↗ |
| 32 | 2001 | José Rafael Fernández Senior Executive Vice President and Chief Operating Officer | 170.0K | 75.0K | — | 105.0K | — | 31.7K | 381.7K | 27.51% | ↗ |
| 33 | 2001 | José Rafael Fernández Senior Executive Vice President | 170.0K | 75.0K | — | 105.0K | — | 30.0K | 380.0K | 27.63% | ↗ |
| 34 | 2001 | Rafael Valladares Senior Vice President and Principal Financial Officer Consists of a car allowance | 177.5K | 50.0K | — | 57.5K | — | 24.0K | 309.0K | 18.61% | ↗ |
| 35 | 2001 | Elí E. Díaz Executive Vice President | 146.3K | 65.0K | — | 37.5K | — | 30.0K | 278.8K | 13.45% | ↗ |
| 36 | 2001 | Marcial Díaz Executive Vice President Mortgage Banking Department | 112.0K | 50.0K | — | 52.5K | — | 23.4K | 237.9K | 22.07% | ↗ |
| 37 | 2001 | Marcial Díaz Executive Vice President | 112.0K | 50.0K | — | 52.5K | — | 22.3K | 236.7K | 22.18% | ↗ |
| 38 | 2000 | José Enrique Fernández Chairman, President and Chief Executive Officer | 360.0K | 260.0K | — | — | — | 38.4K | 658.4K | 0.00% | ↗ |
| 39 | 2000 | Elí E. Díaz Executive Vice President | 142.5K | 130.0K | — | 12.5K | — | 30.0K | 315.0K | 3.97% | ↗ |
| 40 | 2000 | José Rafael Fernández Senior Executive Vice President | 130.0K | 130.0K | — | 12.5K | — | 30.0K | 302.5K | 4.13% | ↗ |
| 41 | 2000 | Rafael Valladares Senior Vice President and Principal Financial Officer Consists of a car allowance | 125.0K | 75.0K | — | 12.5K | — | 24.0K | 236.5K | 5.29% | ↗ |
| 42 | 2000 | Marcial Díaz Executive Vice President | 90.0K | 80.0K | — | 37.5K | — | 24.0K | 231.5K | 16.20% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| José Rafael Fernández | President, Chief Executive Officer & Chairman | 2M | male |
| Maritza Arizmendi Diaz | Chief Financial Officer | 931.6K | female |
| Mari Evelyn Rodriguez | Chief Retail Banking Officer | 665.2K | female |
| Ada Garcia Castello | Managing Director of Customer Intelligence & Operations | 618.9K | female |
| Cesar A. Ortiz-Marcano | Chief Risk Officer | 610.1K | male |
| Ramón A. Rosado-Linera | Senior Vice President & Director of the U.S. Loan Program | 353.4K | male |
| Gary Fishman | IR Contact | — | male |
| Krisen Aguirre Torres | Vice President Financial Reporting & Accounting Control | — | — |
| Hugh Gonzalez-Robison | General Counsel, Chief Compliance Officer & Secretary | — | male |
| Félix Silva | Senior Vice President of Retail Operations & Collections | — | — |
| Milagros Pérez | Executive Vice President of Auto | — | — |
| Lumarie Vega | Managing Director of Marketing & Public Relations | — | — |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
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Community Opinion for OFG
Short-term intention
Target Price Distribution
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