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The Pennant Group, Inc. (PNTG)

USD40.22 +0.46 (+1.16%)
US NASDAQ Healthcare Medical - Care Facilities
Address 1675 East Riverside Drive 83616
Eagle, ID, US
CEO Brent J. Guerisoli
IPO 2019-10-01
CIK 1766400 ISIN US70805E1091

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Description

The Pennant Group, Inc. is a U.S.-based healthcare provider, delivering a diverse range of services through two core divisions: Home Health and Hospice Services, and Senior Living Services. The company's Home Health segment offers in-home clinical support, encompassing nursing, speech, occupational, and physical therapy, as well as medical social work and home health aide assistance. Its Hospice services focus on providing comprehensive clinical care, education, and counseling to meet the physical, spiritual, and psychosocial needs of terminally ill patients and their families. In its Senior Living division, Pennant provides residential accommodations, organized activities, meals, housekeeping, and aid with daily living tasks for seniors who are either independent or require some support. As of December 31, 2021, the company's extensive operational footprint included 88 home health and hospice agencies and 54 senior living communities, collectively featuring 4,127 senior living units. These facilities are located across Arizona, California, Colorado, Idaho, Iowa, Montana, Nevada, Oklahoma, Oregon, Texas, Utah, Washington, Wisconsin, and Wyoming. The Pennant Group, Inc. was established in 2019 and maintains its corporate headquarters in Eagle, Idaho.

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
USD40.22 +0.46 (+1.16%)
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Volume Profile
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Liquidity & share structure
Average Volume
266.4K
Beta
1.27
Float Shares
32.97M
Free Float %
95.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.93% +2.12% +11.25% +9.53% +35.17% +21.24% +15.50% +200.18% +3.55% +126.18% +126.18%
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 (7 ratings, all time) Buy
Price Targets & DCF
Current price
40.22
Low 38.00 -5.5%
Consensus 39.25 -2.4%
Median 39.50 -1.8%
High 40.00 -0.5%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 6 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
39.00
-3.0%
All Time 10
30.20
-24.9%
Quality scores
Altman Z-Score
2.76
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Care Facilities: +10.2%
    +36.3% Q1'26: +36.0% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    +18.3% Q1'26: +9.1% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    +3.4% Q1'26: -3.0% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    +5.5% Q1'26: +6.3% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    +4.8% Q1'26: +6.4% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    +10.4% Q1'26: +1.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    7.45× Q1'26: 5.40× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.28) × ERP
WACC = 72% × Ke + 28% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 40.22
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
3 EPS Ana.
Dec 2027
5 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Revenue
338.53M
est: 339.70M (-0.3%)
390.95M
est: 382.27M (+2.3%)
439.69M
est: 434.70M (+1.1%)
473.24M
est: 463.07M (+2.2%)
544.89M
est: 611.81M (-10.9%)
695.24M
est: 689.21M (+0.9%)
947.71M
est: 930.08M (+1.9%)
1.17B
1.16B – 1.18B
+25.3% YoY
1.26B
1.23B – 1.29B
+7.8% YoY
1.30B
1.28B – 1.32B
+3.6% YoY
EBITDA
9.48M
est: 16.29M (-41.8%)
23.82M
est: 20.84M (+14.3%)
9.46M
est: 20.85M (-54.6%)
17.61M
est: 7.36M (+139.1%)
30.64M
est: 29.74M (+3.0%)
44.44M
est: 33.50M (+32.6%)
60.85M
est: 45.21M (+34.6%)
56.65M
56.16M – 57.45M
+25.3% YoY
61.06M
59.57M – 62.55M
+7.8% YoY
63.28M
62.09M – 64.18M
+3.6% YoY
EBIT
5.67M
est: 12.80M (-55.7%)
19.14M
est: 16.26M (+17.7%)
4.67M
est: 16.38M (-71.5%)
12.71M
est: -705.3K (+1,901.8%)
25.51M
est: 23.81M (+7.1%)
38.32M
est: 26.82M (+42.9%)
52.31M
est: 36.20M (+44.5%)
45.35M
44.96M – 46.00M
+25.3% YoY
48.89M
47.69M – 50.08M
+7.8% YoY
50.66M
49.71M – 51.38M
+3.6% YoY
Net Income
2.55M
est: 16.00M (-84.1%)
15.74M
est: 13.95M (+12.8%)
2.70M
est: 17.28M (-84.4%)
6.64M
est: 12.95M (-48.7%)
13.38M
est: 22.67M (-41.0%)
22.56M
est: 33.03M (-31.7%)
29.58M
est: 40.62M (-27.2%)
47.40M
46.86M – 47.93M
+16.7% YoY
56.31M
53.31M – 58.12M
+18.8% YoY
67.97M
67.43M – 68.19M
+20.7% YoY
SGA
35.14M
est: 25.40M (+38.3%)
31.30M
est: 32.40M (-3.4%)
36.26M
est: 32.50M (+11.6%)
33.98M
est: 37.34M (-9.0%)
36.67M
est: 45.12M (-18.7%)
50.21M
est: 50.83M (-1.2%)
71.08M
est: 68.60M (+3.6%)
85.94M
85.20M – 87.17M
+25.3% YoY
92.64M
90.38M – 94.90M
+7.8% YoY
96.01M
94.21M – 97.37M
+3.6% YoY
EPS
0.09
est: 0.50 (-81.7%)
0.56
est: 0.78 (-28.5%)
0.08
est: 0.54 (-86.0%)
0.23
est: 0.57 (-59.8%)
0.45
est: 0.64 (-30.1%)
0.72
est: 0.94 (-23.0%)
0.86
est: 1.15 (-25.2%)
1.35
1.33 – 1.36
+17.1% YoY
1.58
1.51 – 1.65
+17.5% YoY
1.92
1.91 – 1.93
+21.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-05-05 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-05-04 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-05-01 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-30 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-29 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-28 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-27 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-24 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-23 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-22 C+ 2/5 1/5 3/5 4/5 1/5 2/5 2/5
2026-04-21 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-20 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-17 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5
2026-04-16 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
205.70M
OE per share TTM
5.81
Owner's Yield
18.21%
Maintenance CapEx ratio
448.51%
Maint CapEx / Avg PPE
57.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
39
Total invested
102.01M
Insider transactions (90d)
2
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 4.14M 14.50% 4.10M 4.14M HC Delaware 2022-01-27
2 85-4328500 3.98M 13.90% 1.28M 3.98M IA Maryland 2022-08-10
3 The Vanguard Group - 23-1945930 2.94M 10.31% 48.2K 2.87M 70.4K IA Pennsylvania For 2022-02-10
4 Abigail P. Johnson 2.53M 8.37% 2.53M IN Delaware 2024-11-07
5 FMR LLC 2.53M 8.37% 2.53M 2.53M HC Delaware 2024-11-07
6 8 Knots Management, LLC 1.84M 6.14% 1.84M 1.84M IA Delaware 2024-02-14
7 Scott Green 1.84M 6.14% 1.84M 1.84M IN Delaware 2024-02-14
8 Wasatch Advisors, Inc. 87-0319391 1.80M 6.40% 1.80M 1.80M IA 2020-02-10
9 8 Knots Fund, LP 1.20M 4.01% 1.20M 1.20M PN Delaware 2024-02-14
10 8 Knots GP, LP 1.20M 4.01% 1.20M 1.20M PN Delaware 2024-02-14
11 52-0556948 513.4K 1.70% 189.2K 513.4K IA Maryland 2022-08-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
39
-147 vs prev Q
New positions
4
Closed positions
151
Increased
15
Reduced
14
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 VAN BERKOM & ASSOCIATES INC. 3.12M +2.5K (+0.1%) 87.70M +9.2M (+11.7%) 9.00% -0.011 pp 2.53% +0.258 pp USD25.99 +8.3% 18 qtrs
2 BLACKROCK, INC. 2.71M +55.9K (+2.1%) 76.40M +9.4M (+14.0%) 7.84% +0.146 pp 0.00% +0.000 pp USD33.80 -16.7% 6 qtrs
3 VANGUARD GROUP INC 2.05M +82.1K (+4.2%) 57.71M +8.1M (+16.3%) 5.92% +0.226 pp 0.00% +0.000 pp USD30.26 -7.0% 25 qtrs
4 PARADIGM CAPITAL MANAGEMENT INC/NY 1.41M -12.0K (-0.8%) 39.77M +3.8M (+10.7%) 4.08% -0.043 pp 1.67% +0.116 pp USD16.43 +71.3% 25 qtrs
5 OPHIR ASSET MANAGEMENT PTY LTD 1.33M +257.8K (+24.1%) 37.35M +10.4M (+38.5%) 3.83% +0.739 pp 4.19% +0.859 pp USD28.71 -2.0% 4 qtrs
6 FMR LLC 1.04M +192.6K (+22.6%) 29.37M +7.9M (+36.9%) 3.02% +0.552 pp 0.00% +0.000 pp USD27.31 +3.1% 25 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 820.0K +3.9K (+0.5%) 23.09M +2.5M (+12.2%) 2.37% +0.006 pp 0.00% +0.000 pp USD26.91 +4.6% 25 qtrs
8 WELLINGTON MANAGEMENT GROUP LLP 817.9K +339.9K (+71.1%) 23.02M +11.0M (+91.0%) 2.36% +0.979 pp 0.00% +0.002 pp USD27.60 +2.0% 7 qtrs
9 DIMENSIONAL FUND ADVISORS LP 803.7K -2.3K (-0.3%) 22.63M +2.3M (+11.3%) 2.32% -0.011 pp 0.00% +0.000 pp USD29.16 -3.5% 25 qtrs
10 STATE STREET CORP 785.0K -6.5K (-0.8%) 22.10M +2.1M (+10.7%) 2.27% -0.024 pp 0.00% +0.000 pp USD27.61 +2.0% 25 qtrs
11 AMERIPRISE FINANCIAL INC 749.0K +151.2K (+25.3%) 21.08M +6.0M (+39.9%) 2.16% +0.434 pp 0.00% +0.001 pp USD28.78 -2.2% 3 qtrs
12 NUVEEN, LLC 722.4K +16.7K (+2.4%) 20.34M +2.5M (+14.3%) 2.09% +0.044 pp 0.01% +0.001 pp USD25.25 +11.5% 4 qtrs
13 RIVERBRIDGE PARTNERS LLC 704.5K -37.5K (-5.1%) 19.83M +1.1M (+6.0%) 2.04% -0.113 pp 0.37% +0.056 pp USD38.41 -26.7% 22 qtrs
14 PROVIDENT INVESTMENT MANAGEMENT, INC. 691.9K +426.8K (+161.0%) 19.48M +12.8M (+191.3%) 2.00% +1.232 pp 1.77% +1.182 pp USD27.03 +4.1% 2 qtrs
15 WCM INVESTMENT MANAGEMENT, LLC 655.4K +16.0K (+2.5%) 18.88M +2.8M (+17.2%) 1.89% +0.043 pp 0.04% +0.005 pp USD25.29 +11.3% 2 qtrs
16 GOLDMAN SACHS GROUP INC 642.3K +144.3K (+29.0%) 18.08M +5.5M (+44.0%) 1.86% +0.414 pp 0.00% +0.001 pp USD24.74 +13.8% 25 qtrs
17 WASATCH ADVISORS LP 583.5K +55.2K (+10.5%) 16.42M +3.1M (+23.3%) 1.69% +0.156 pp 0.10% +0.026 pp USD22.43 +25.5% 25 qtrs
18 DEUTSCHE BANK AG\ 567.8K -65.9K (-10.4%) 15.98M +662.0 (+0.0%) 1.64% -0.194 pp 0.01% 0.000 pp USD24.33 +15.7% 25 qtrs
19 MORGAN STANLEY 528.2K +37.6K (+7.7%) 14.87M +2.5M (+20.2%) 1.53% +0.106 pp 0.00% +0.000 pp USD25.22 +11.6% 25 qtrs
20 NORTHERN TRUST CORP 508.9K +2.2K (+0.4%) 14.33M +1.5M (+12.1%) 1.47% +0.003 pp 0.00% +0.000 pp USD29.80 -5.5% 25 qtrs
21 DE LISLE PARTNERS LLP 493.0K +4.6K (+0.9%) 13.87M +1.5M (+12.5%) 1.42% +0.010 pp 1.78% +0.269 pp USD22.90 +22.9% 8 qtrs
22 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 447.9K +5.8K (+1.3%) 12.61M +1.5M (+13.1%) 1.29% +0.014 pp 0.02% +0.002 pp USD15.28 +84.2% 16 qtrs
23 QUBE RESEARCH & TECHNOLOGIES LTD 411.1K -35.4K (-7.9%) 11.57M +312.2K (+2.8%) 1.19% -0.105 pp 0.01% +0.000 pp USD26.06 +8.0% 13 qtrs
24 LOOMIS SAYLES & CO L P 391.6K +391.6K (+100.0%) 11.02M +11.0M (+100.0%) 1.13% +1.132 pp 0.01% +0.013 pp USD28.15 +0.0% 1 qtrs NEW
25 RUSSELL INVESTMENTS GROUP, LTD. 384.3K +97.2K (+33.9%) 10.82M +3.6M (+49.4%) 1.11% +0.279 pp 0.01% +0.004 pp USD21.39 +31.6% 25 qtrs
26 RHENMAN & PARTNERS ASSET MANAGEMENT AB 357.3K +357.3K (+100.0%) 10.06M +10.1M (+100.0%) 1.03% +1.033 pp 0.94% +0.940 pp USD28.15 +0.0% 1 qtrs NEW
27 ALGERT GLOBAL LLC 352.6K -69.1K (-16.4%) 9.93M -708.0K (-6.7%) 1.02% -0.202 pp 0.15% -0.023 pp USD24.08 +16.9% 15 qtrs
28 SUMMIT CREEK ADVISORS LLC 331.7K +331.7K (+100.0%) 9.34M +9.3M (+100.0%) 0.96% +0.959 pp 1.47% +1.469 pp USD28.15 +0.0% 1 qtrs NEW
29 WOODLINE PARTNERS LP 318.9K +318.9K (+100.0%) 8.98M +9.0M (+100.0%) 0.92% +0.922 pp 0.03% +0.035 pp USD28.15 +0.0% 1 qtrs NEW
30 D. E. SHAW & CO., INC. 300.1K -19.1K (-6.0%) 8.45M +397.6K (+4.9%) 0.87% -0.057 pp 0.00% +0.000 pp USD19.07 +47.6% 18 qtrs
31 EVERSEPT PARTNERS, LP 294.0K +256.0K (+674.0%) 8.27M +7.3M (+763.9%) 0.85% +0.740 pp 0.42% +0.351 pp USD28.37 -0.8% 3 qtrs
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 292.5K +284.0 (+0.1%) 8.23M +864.3K (+11.7%) 0.85% -0.001 pp 0.00% +0.000 pp USD28.37 -0.8% 25 qtrs
33 RANGER INVESTMENT MANAGEMENT, L.P. 286.3K -20.8K (-6.8%) 8.06M +314.8K (+4.1%) 0.83% -0.062 pp 0.55% +0.013 pp USD30.06 -6.4% 6 qtrs
34 VICTORY CAPITAL MANAGEMENT INC 270.3K +101.9K (+60.5%) 7.61M +3.4M (+79.1%) 0.78% +0.293 pp 0.00% +0.002 pp USD26.32 +7.0% 2 qtrs
35 RICE HALL JAMES & ASSOCIATES, LLC 257.5K +31.9K (+14.2%) 7.25M +1.6M (+27.4%) 0.74% +0.091 pp 0.40% +0.089 pp USD19.54 +44.1% 16 qtrs
36 GRANDEUR PEAK GLOBAL ADVISORS, LLC 230.9K -11.0K (-4.6%) 6.50M +398.7K (+6.5%) 0.67% -0.033 pp 0.88% +0.057 pp USD23.26 +21.0% 8 qtrs
37 MARSHALL WACE, LLP 217.6K -11.7K (-5.1%) 6.13M +343.8K (+5.9%) 0.63% -0.035 pp 0.01% 0.000 pp USD25.22 +11.6% 13 qtrs
38 PEREGRINE CAPITAL MANAGEMENT LLC 206.4K -10.2K (-4.7%) 5.81M +348.5K (+6.4%) 0.60% -0.031 pp 0.18% +0.014 pp USD20.11 +40.0% 8 qtrs
39 MILLENNIUM MANAGEMENT LLC 203.4K +83.5K (+69.6%) 5.73M +2.7M (+89.3%) 0.59% +0.241 pp 0.00% +0.001 pp USD27.57 +2.1% 23 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 191.5K -28.2K (-12.9%) 5.39M -151.0K (-2.7%) 0.55% -0.083 pp 0.00% -0.001 pp USD26.04 +8.1% 5 qtrs
41 JPMORGAN CHASE & CO 138.9K +8.2K (+6.2%) 3.91M +612.5K (+18.6%) 0.40% +0.023 pp 0.00% +0.000 pp USD25.74 +9.4% 25 qtrs
42 GAGNON SECURITIES LLC 137.5K -4.2K (-2.9%) 3.87M +298.1K (+8.3%) 0.40% -0.013 pp 0.79% +0.072 pp USD33.37 -15.6% 25 qtrs
43 TUDOR INVESTMENT CORP ET AL 131.0K -76.2K (-36.8%) 3.69M -1.5M (-29.4%) 0.38% -0.221 pp 0.01% -0.002 pp USD25.96 +8.4% 12 qtrs
44 CITADEL ADVISORS LLC 129.0K -94.9K (-42.4%) 3.63M -2.0M (-35.7%) 0.37% -0.276 pp 0.00% 0.000 pp USD25.21 +11.7% 24 qtrs
45 RENAISSANCE TECHNOLOGIES LLC 117.7K -66.0K (-35.9%) 3.31M -1.3M (-28.5%) 0.34% -0.192 pp 0.01% -0.001 pp USD24.48 +15.0% 12 qtrs
46 BANK OF NEW YORK MELLON CORP 116.8K -975.0 (-0.8%) 3.29M +317.7K (+10.7%) 0.34% -0.004 pp 0.00% +0.000 pp USD23.74 +18.6% 26 qtrs
47 SEI INVESTMENTS CO 114.8K -2.9K (-2.4%) 3.23M +264.1K (+8.9%) 0.33% -0.009 pp 0.00% +0.000 pp USD18.87 +49.2% 14 qtrs
48 VOLORIDGE INVESTMENT MANAGEMENT, LLC 112.1K -45.1K (-28.7%) 3.15M -808.0K (-20.4%) 0.32% -0.131 pp 0.01% -0.002 pp USD25.22 +11.6% 5 qtrs
49 GLOBEFLEX CAPITAL L P 111.8K +— (+0.0%) 3.15M +327.6K (+11.6%) 0.32% -0.001 pp 0.48% +0.048 pp USD27.55 +2.2% 9 qtrs
50 BANK OF AMERICA CORP /DE/ 107.8K +6.3K (+6.2%) 3.04M +473.8K (+18.5%) 0.31% +0.018 pp 0.00% +0.000 pp USD25.92 +8.6% 25 qtrs
51 ANCORA ADVISORS, LLC 87.6K -14.0 (0.0%) 2.46M +256.2K (+11.6%) 0.25% -0.001 pp 0.05% +0.007 pp USD14.74 +91.0% 25 qtrs
52 DARK FOREST CAPITAL MANAGEMENT LP 78.2K +31.7K (+68.1%) 2.20M +1.0M (+87.7%) 0.23% +0.091 pp 0.10% +0.065 pp USD26.41 +6.6% 4 qtrs
53 TWO SIGMA INVESTMENTS, LP 73.2K -47.6K (-39.4%) 2.06M -987.2K (-32.4%) 0.21% -0.138 pp 0.00% -0.002 pp USD26.39 +6.7% 14 qtrs
54 UBS ASSET MANAGEMENT AMERICAS INC 71.5K +2.9K (+4.2%) 2.01M +282.3K (+16.3%) 0.21% +0.008 pp 0.00% +0.000 pp USD23.76 +18.5% 25 qtrs
55 SWISS NATIONAL BANK 68.2K +1.4K (+2.1%) 1.92M +235.1K (+14.0%) 0.20% +0.004 pp 0.00% +0.000 pp USD27.86 +1.0% 25 qtrs
56 ROYAL BANK OF CANADA 66.9K -44.9K (-40.2%) 1.88M -937.0K (-33.2%) 0.19% -0.130 pp 0.00% 0.000 pp USD28.95 -2.8% 25 qtrs
57 RAYMOND JAMES FINANCIAL INC 66.6K -2.3K (-3.3%) 1.88M +138.1K (+8.0%) 0.19% -0.007 pp 0.00% +0.000 pp USD27.58 +2.1% 5 qtrs
58 PDT PARTNERS, LLC 65.0K +— (+0.0%) 1.83M +190.4K (+11.6%) 0.19% 0.000 pp 0.12% +0.015 pp USD28.98 -2.9% 6 qtrs
59 TWO SIGMA ADVISERS, LP 60.5K -46.5K (-43.5%) 1.70M -995.5K (-36.9%) 0.17% -0.135 pp 0.00% -0.002 pp USD23.73 +18.6% 13 qtrs
60 Y-INTERCEPT (HONG KONG) LTD 53.6K +53.6K (+100.0%) 1.51M +1.5M (+100.0%) 0.15% +0.155 pp 0.03% +0.034 pp USD28.15 +0.0% 3 qtrs
61 BARCLAYS PLC 52.8K +3.7K (+7.6%) 1.49M -265.7K (-15.2%) 0.15% +0.011 pp 0.00% 0.000 pp USD30.03 -6.3% 16 qtrs
62 LEGAL & GENERAL GROUP PLC 51.4K -251.0 (-0.5%) 1.45M +144.2K (+11.1%) 0.15% -0.001 pp 0.00% +0.000 pp USD27.97 +0.6% 25 qtrs
63 RHUMBLINE ADVISERS 43.9K -7.5K (-14.6%) 1.24M -59.9K (-4.6%) 0.13% -0.022 pp 0.00% +0.000 pp USD27.37 +2.8% 25 qtrs
64 INVESCO LTD. 42.7K -446.0 (-1.0%) 1.20M +113.9K (+10.5%) 0.12% -0.002 pp 0.00% +0.000 pp USD30.99 -9.2% 25 qtrs
65 PRICE T ROWE ASSOCIATES INC /MD/ 41.7K +1.3K (+3.2%) 1.18M +155.0K (+15.2%) 0.12% +0.004 pp 0.00% +0.000 pp USD27.81 +1.2% 25 qtrs
66 ALLIANZ ASSET MANAGEMENT GMBH 41.2K -18.4K (-30.9%) 1.16M -343.1K (-22.8%) 0.12% -0.054 pp 0.00% -0.001 pp USD27.88 +1.0% 9 qtrs
67 CAMPBELL & CO INVESTMENT ADVISER LLC 37.2K +13.5K (+57.0%) 1.05M +449.4K (+75.3%) 0.11% +0.039 pp 0.05% +0.005 pp USD29.23 -3.7% 3 qtrs
68 WELLS FARGO & COMPANY/MN 37.1K +16.2K (+78.1%) 1.04M +518.4K (+98.8%) 0.11% +0.047 pp 0.00% +0.000 pp USD24.71 +13.9% 25 qtrs
69 TEACHER RETIREMENT SYSTEM OF TEXAS 35.2K -3.0K (-7.9%) 991.3K +26.6K (+2.8%) 0.10% -0.009 pp 0.00% -0.001 pp USD27.25 +3.3% 12 qtrs
70 ALLIANCEBERNSTEIN L.P. 34.9K +— (+0.0%) 982.1K +102.2K (+11.6%) 0.10% 0.000 pp 0.00% +0.000 pp USD29.93 -5.9% 25 qtrs
71 PANAGORA ASSET MANAGEMENT INC 34.8K +— (+0.0%) 978.5K +101.8K (+11.6%) 0.10% 0.000 pp 0.00% 0.000 pp USD13.32 +111.3% 14 qtrs
72 SQUAREPOINT OPS LLC 34.7K -69.9K (-66.9%) 975.5K -1.7M (-63.0%) 0.10% -0.203 pp 0.00% -0.002 pp USD25.22 +11.6% 5 qtrs
73 PRINCIPAL FINANCIAL GROUP INC 33.8K +10.2K (+43.1%) 951.9K +356.1K (+59.8%) 0.10% +0.029 pp 0.00% +0.000 pp USD25.08 +12.2% 8 qtrs
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 33.8K +2.6K (+8.2%) 951.8K +163.6K (+20.8%) 0.10% +0.007 pp 0.00% +0.000 pp USD30.32 -7.2% 25 qtrs
75 CREATIVE PLANNING 33.5K +2.3K (+7.5%) 942.5K +157.2K (+20.0%) 0.10% +0.007 pp 0.00% +0.000 pp USD30.40 -7.4% 25 qtrs
76 TREXQUANT INVESTMENT LP 32.3K -14.8K (-31.4%) 908.2K -278.1K (-23.4%) 0.09% -0.043 pp 0.01% -0.004 pp USD25.22 +11.6% 5 qtrs
77 PINNACLE ASSOCIATES LTD 31.6K +6.0 (+0.0%) 890.9K +92.9K (+11.6%) 0.09% 0.000 pp 0.01% +0.001 pp USD29.85 -5.7% 3 qtrs
78 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 25.9K +12.4K (+91.4%) 737.8K +396.7K (+116.3%) 0.07% +0.036 pp 0.00% +0.001 pp USD26.59 +5.9% 4 qtrs
79 BARD ASSOCIATES INC 25.1K -1.4K (-5.3%) 706.5K +38.1K (+5.7%) 0.07% -0.004 pp 0.18% +0.004 pp USD32.87 -14.4% 25 qtrs
80 ENGINEERS GATE MANAGER LP 22.3K -25.1K (-53.0%) 626.5K -566.8K (-47.5%) 0.06% -0.073 pp 0.01% -0.006 pp USD23.29 +20.9% 14 qtrs
81 ENVESTNET ASSET MANAGEMENT INC 20.9K +105.0 (+0.5%) 589.3K +64.0K (+12.2%) 0.06% +0.000 pp 0.00% +0.000 pp USD13.74 +104.9% 22 qtrs
82 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 20.9K +20.9K (+100.0%) 588.9K +588.9K (+100.0%) 0.06% +0.061 pp 0.00% +0.000 pp USD28.15 +0.0% 12 qtrs
83 AQR CAPITAL MANAGEMENT LLC 20.6K +9.4K (+84.7%) 579.8K +298.6K (+106.2%) 0.06% +0.027 pp 0.00% +0.000 pp USD23.29 +20.9% 13 qtrs
84 METLIFE INVESTMENT MANAGEMENT, LLC 19.6K +— (+0.0%) 552.4K +57.5K (+11.6%) 0.06% 0.000 pp 0.00% +0.000 pp USD27.65 +1.8% 25 qtrs
85 FRANKLIN RESOURCES INC 18.7K -15.0K (-44.5%) 527.4K -323.4K (-38.0%) 0.05% -0.044 pp 0.00% 0.000 pp USD22.30 +26.2% 11 qtrs
86 VERITION FUND MANAGEMENT LLC 18.7K -1.0K (-5.1%) 526.9K +29.2K (+5.9%) 0.05% -0.003 pp 0.00% +0.000 pp USD25.22 +11.6% 2 qtrs
87 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 18.7K -25.0 (-0.1%) 525.0K +54.0K (+11.5%) 0.05% 0.000 pp 0.00% +0.000 pp USD25.35 +11.0% 25 qtrs
88 UBS GROUP AG 17.9K -9.4K (-34.5%) 504.0K -185.8K (-26.9%) 0.05% -0.028 pp 0.00% +0.000 pp USD26.41 +6.6% 25 qtrs
89 LOS ANGELES CAPITAL MANAGEMENT LLC 19.1K +1.6K (+9.3%) 470.3K +29.3K (+6.6%) 0.06% +0.005 pp 0.00% +0.000 pp USD15.41 +82.7% 12 qtrs
90 TIDEMARK, LLC 16.5K +— (+0.0%) 464.5K +48.3K (+11.6%) 0.05% 0.000 pp 0.13% +0.011 pp USD13.92 +102.2% 9 qtrs
91 BALANCE WEALTH, LLC 16.1K +3.5K (+28.1%) 454.3K +136.7K (+43.0%) 0.05% +0.010 pp 0.15% +0.067 pp USD25.81 +9.1% 4 qtrs
92 VOLEON CAPITAL MANAGEMENT LP 15.9K -13.2K (-45.3%) 448.2K -286.2K (-39.0%) 0.05% -0.038 pp 0.01% -0.008 pp USD25.22 +11.6% 2 qtrs
93 SG AMERICAS SECURITIES, LLC 15.9K +600.0 (+3.9%) 448.0K +61.0K (+15.8%) 0.05% +0.002 pp 0.00% -0.001 pp USD25.33 +11.1% 6 qtrs
94 EVERGREEN CAPITAL MANAGEMENT LLC 15.9K +15.9K (+100.0%) 448.0K +448.0K (+100.0%) 0.05% +0.046 pp 0.01% +0.010 pp USD28.15 +0.0% 1 qtrs NEW
95 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 15.8K +13.0 (+0.1%) 443.5K +46.5K (+11.7%) 0.05% 0.000 pp 0.00% +0.000 pp USD24.58 +14.5% 7 qtrs
96 POINT72 ASSET MANAGEMENT, L.P. 15.2K +15.2K (+100.0%) 428.2K +428.2K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD28.15 +0.0% 1 qtrs NEW
97 D.A. DAVIDSON & CO. 15.1K +— (+0.0%) 425.8K +44.3K (+11.6%) 0.04% 0.000 pp 0.00% +0.000 pp USD32.80 -14.2% 25 qtrs
98 STIFEL FINANCIAL CORP 14.6K +14.6K (+100.0%) 410.5K +410.5K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD28.15 +0.0% 1 qtrs NEW
99 LPL FINANCIAL LLC 14.3K +1.9K (+15.1%) 403.1K +89.3K (+28.5%) 0.04% +0.005 pp 0.00% +0.000 pp USD25.60 +10.0% 2 qtrs
100 QUANTBOT TECHNOLOGIES LP 14.0K -24.4K (-63.5%) 394.4K -574.9K (-59.3%) 0.04% -0.071 pp 0.01% -0.013 pp USD26.51 +6.2% 16 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 100 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Health Care Services ETF XHS 1.21% 2.47M 0.35%
2 Acuitas Small Cap Active ETF AIMS 0.65% 482.9K 0.75%
3 iShares Micro-Cap ETF IWC 0.31% 4.64M 0.60%
4 iShares U.S. Healthcare Providers ETF IHF 0.21% 2.52M 0.38%
5 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.12% 688.8K 0.29%
6 iShares Ageing Population UCITS ETF AGED.L 0.12% 1.02M 0.40%
7 iShares Russell 2000 Growth ETF IWO 0.09% 13.01M 0.24%
8 iShares ESG Aware MSCI USA Small-Cap ETF ESML 0.07% 2.01M 0.17%
9 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.07% 60.1K 0.89%
10 WisdomTree U.S. SmallCap Fund EES 0.07% 480.5K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
13.8K
Shares disposed
Cash buys
Cash sales
Net activity
+13,800
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
2026-05-16 Steik Jason Paul Officer Stock Option (right to buy) 35,000 30.22 1.06M 0 D
2026-05-16 Cheney Kirk Sterling Officer Stock Option (right to buy) 35,000 30.22 1.06M 0 D
2026-04-15 Snapper Suzanne D. Director A-Award A Common Stock 1,900 0.00 228,464 D
2026-04-15 SMITH BARRY M Director A-Award A Common Stock 1,900 0.00 100,599 D
2026-04-15 Nackel John G. Director A-Award A Common Stock 1,900 0.00 172,665 D
2026-04-15 Morris Gregory K Sr. Director A-Award A Common Stock 1,900 0.00 35,400 D
2026-04-15 Lamb Scott E Director A-Award A Common Stock 2,400 0.00 56,535 D
2026-04-15 Christensen Christopher R. Director A-Award A Common Stock 1,900 0.00 144,091 D
2026-04-15 COVEY STEPHEN M R Director A-Award A Common Stock 1,900 0.00 42,150 D
2026-03-05 Walbom Lynette Officer A-Award A Stock Option (right to buy) 34,000 33.30 1.13M 34,000 D
2026-03-05 Steik Jason Paul Officer A-Award A Stock Option (right to buy) 26,000 33.30 865.8K 26,000 D
2026-03-05 Guerisoli Brent Officer A-Award A Stock Option (right to buy) 45,000 33.30 1.50M 45,000 D
2026-03-05 Gochnour John J Officer A-Award A Stock Option (right to buy) 41,000 33.30 1.37M 41,000 D
2026-03-05 Cheney Kirk Sterling Officer A-Award A Stock Option (right to buy) 30,000 33.30 999.0K 30,000 D
2026-03-03 Walbom Lynette Officer A-Award A Common Stock 14,292 0.00 16,955 D
2026-03-03 Guerisoli Brent Officer A-Award A Common Stock 20,052 0.00 102,030 D
2026-03-03 Gochnour John J Officer A-Award A Common Stock 11,214 0.00 145,464 D
2026-03-03 Cheney Kirk Sterling Officer A-Award A Common Stock 4,085 0.00 21,005 D
2026-01-15 Snapper Suzanne D. Director A-Award A Common Stock 1,900 0.00 226,564 D
2026-01-15 SMITH BARRY M Director A-Award A Common Stock 1,900 0.00 98,699 D
2026-01-15 Nackel John G. Director A-Award A Common Stock 1,900 0.00 170,765 D
2026-01-15 Morris Gregory K Sr. Director A-Award A Common Stock 1,900 0.00 33,500 D
2026-01-15 Lamb Scott E Director A-Award A Common Stock 2,400 0.00 54,135 D
2026-01-15 Christensen Christopher R. Director A-Award A Common Stock 1,900 0.00 142,191 D
2026-01-15 COVEY STEPHEN M R Director A-Award A Common Stock 1,900 0.00 40,250 D
2025-11-11 Cheney Kirk Sterling Officer M-Exempt A Common Stock 3,800 15.09 57.3K 16,920 D
2025-10-15 Snapper Suzanne D. Director A-Award A Common Stock 1,900 0.00 224,664 D
2025-10-15 SMITH BARRY M Director A-Award A Common Stock 1,900 0.00 96,799 D
2025-10-15 Nackel John G. Director A-Award A Common Stock 1,900 0.00 168,865 D
2025-10-15 Morris Gregory K Sr. Director A-Award A Common Stock 1,900 0.00 31,600 D
2025-10-15 Lamb Scott E Director A-Award A Common Stock 2,400 0.00 51,735 D
2025-10-15 Christensen Christopher R. Director A-Award A Common Stock 1,900 0.00 140,291 D
2025-10-15 COVEY STEPHEN M R Director A-Award A Common Stock 1,900 0.00 38,350 D
2025-10-09 SMITH BARRY M Director M-Exempt A Common Stock 10,000 11.35 113.5K 94,899 D
2025-07-28 Guerisoli Brent Officer S-Sale D Common Stock 3,995 23.34 93.2K 81,978 D
2025-07-28 Cheney Kirk Sterling Officer S-Sale D Common Stock 880 23.34 20.5K 13,120 D
2025-07-15 Snapper Suzanne D. Director A-Award A Common Stock 1,900 0.00 222,764 D
2025-07-15 SMITH BARRY M Director A-Award A Common Stock 1,900 0.00 84,899 D
2025-07-15 Nackel John G. Director A-Award A Common Stock 1,900 0.00 166,965 D
2025-07-15 Morris Gregory K Sr. Director A-Award A Common Stock 1,900 0.00 29,700 D
2025-07-15 Lamb Scott E Director A-Award A Common Stock 2,400 0.00 49,335 D
2025-07-15 Christensen Christopher R. Director A-Award A Common Stock 1,900 0.00 138,391 D
2025-07-15 COVEY STEPHEN M R Director A-Award A Common Stock 1,900 0.00 36,450 D
2025-05-20 Stringfield JoAnne Director M-Exempt A Common Stock 5,000 15.09 75.5K 35,275 D
2025-05-16 Snapper Suzanne D. Director Common Stock 0 0.00 220,864 D
2025-05-01 Stringfield JoAnne Director S-Sale D Common Stock 665 25.62 17.0K 30,275 D
2025-04-29 Gochnour John J Officer M-Exempt A Common Stock 6,286 7.42 46.6K 134,250 D
2025-04-17 Steik Jason Paul Officer Common Stock 0 0.00 647 D
2025-04-17 Cheney Kirk Sterling Officer Common Stock 0 0.00 14,000 D
2025-04-15 Stringfield JoAnne Director A-Award A Common Stock 1,900 0.00 30,940 D
2025-04-15 SMITH BARRY M Director A-Award A Common Stock 1,900 0.00 82,999 D
2025-04-15 Nackel John G. Director A-Award A Common Stock 1,900 0.00 165,065 D
2025-04-15 Morris Gregory K Sr. Director A-Award A Common Stock 1,900 0.00 27,800 D
2025-04-15 Lamb Scott E Director A-Award A Common Stock 2,400 0.00 46,935 D
2025-04-15 Christensen Christopher R. Director A-Award A Common Stock 1,900 0.00 136,491 D
2025-04-15 COVEY STEPHEN M R Director A-Award A Common Stock 1,900 0.00 34,550 D
2025-03-04 Steik Jason Paul Officer Stock Option (right to buy) 20,000 18.79 375.8K 0 D
2025-03-04 Cheney Kirk Sterling Officer Stock Option (right to buy) 20,000 18.79 375.8K 0 D
2025-03-03 Walbom Lynette Officer A-Award A Common Stock 2,663 0.00 2,663 D
2025-03-03 Guerisoli Brent Officer A-Award A Common Stock 4,734 0.00 85,973 D
2025-03-03 Gochnour John J Officer A-Award A Common Stock 3,699 0.00 127,964 D
2025-01-30 Stringfield JoAnne Director S-Sale D Common Stock 665 27.88 18.5K 29,040 D
2025-01-15 Stringfield JoAnne Director A-Award A Common Stock 1,900 0.00 29,705 D
2025-01-15 SMITH BARRY M Director A-Award A Common Stock 1,900 0.00 71,099 D
2025-01-15 Nackel John G. Director A-Award A Common Stock 1,900 0.00 163,165 D
2025-01-15 Morris Gregory K Sr. Director A-Award A Common Stock 1,900 0.00 25,900 D
2025-01-15 Lamb Scott E Director A-Award A Common Stock 2,400 0.00 44,535 D
2025-01-15 Christensen Christopher R. Director A-Award A Common Stock 1,900 0.00 134,591 D
2025-01-15 COVEY STEPHEN M R Director A-Award A Common Stock 1,900 0.00 32,650 D
2025-01-02 SMITH BARRY M Director M-Exempt A Common Stock 10,000 11.35 113.5K 81,099 D
2024-10-23 Stringfield JoAnne Director S-Sale D Common Stock 380 33.56 12.8K 27,805 D
2024-10-15 Stringfield JoAnne Director A-Award A Common Stock 3,000 0.00 28,185 D
2024-10-15 SMITH BARRY M Director A-Award A Common Stock 6,900 0.00 69,199 D
2024-10-15 Nackel John G. Director A-Award A Common Stock 3,000 0.00 161,265 D
2024-10-15 Morris Gregory K Sr. Director A-Award A Common Stock 3,000 0.00 24,000 D
2024-10-15 Lamb Scott E Director A-Award A Common Stock 3,000 0.00 42,135 D
2024-10-15 Christensen Christopher R. Director A-Award A Common Stock 3,000 0.00 132,691 D
2024-10-15 COVEY STEPHEN M R Director A-Award A Common Stock 3,000 0.00 30,750 D
2024-09-10 Christensen Christopher R. Director G-Gift A Common Stock 11,927 0.00 623,347
2024-08-27 Guerisoli Brent Officer M-Exempt A Common Stock 2,500 7.42 18.6K 82,657
2024-08-22 Steik Jason Paul Officer Stock Option (right to buy) 5,000 12.52 62.6K 0 D
2024-08-22 Cheney Kirk Sterling Officer Stock Option (right to buy) 5,000 12.52 62.6K 0 D
2024-07-23 Stringfield JoAnne Director S-Sale D Common Stock 114 28.00 3.2K 25,451
2024-07-15 Stringfield JoAnne Director A-Award A Common Stock 3,000 26.25 78.8K 25,565
2024-07-15 SMITH BARRY M Director A-Award A Common Stock 5,100 26.25 133.9K 62,299
2024-07-15 Nackel John G. Director A-Award A Common Stock 3,000 26.25 78.8K 158,265
2024-07-15 Morris Gregory K Sr. Director A-Award A Common Stock 3,000 26.25 78.8K 21,000
2024-07-15 Lamb Scott E Director A-Award A Common Stock 3,000 26.25 78.8K 39,135
2024-07-15 Christensen Christopher R. Director A-Award A Common Stock 3,000 26.25 78.8K 141,618
2024-07-15 COVEY STEPHEN M R Director A-Award A Common Stock 3,000 26.25 78.8K 27,750
2024-06-07 Gochnour John J Officer M-Exempt A Common Stock 5,015 5.31 26.6K 124,265
2024-05-17 Nackel John G. Director M-Exempt A Common Stock 57,613 4.09 235.6K 155,265
2024-04-19 Stringfield JoAnne Director S-Sale D Common Stock 240 19.78 4.7K 22,565
2024-04-15 Stringfield JoAnne Director A-Award A Common Stock 3,000 0.00 22,945
2024-04-15 SMITH BARRY M Director A-Award A Common Stock 4,500 0.00 57,199
2024-04-15 Nackel John G. Director A-Award A Common Stock 3,000 0.00 97,652
2024-04-15 Morris Gregory K Sr. Director A-Award A Common Stock 3,000 0.00 18,000
2024-04-15 Lamb Scott E Director A-Award A Common Stock 3,000 0.00 36,135
2024-04-15 Christensen Christopher R. Director A-Award A Common Stock 3,000 0.00 138,618
2024-04-15 COVEY STEPHEN M R Director A-Award A Common Stock 3,000 0.00 24,750
2024-03-15 Gochnour John J Officer M-Exempt D Stock Option (right to buy) 10,700 5.31 56.8K 5,015
2024-03-04 Walbom Lynette Officer A-Award A Stock Option (right to buy) 35,000 18.79 657.7K 35,000
2024-03-04 Guerisoli Brent Officer A-Award A Stock Option (right to buy) 50,000 18.79 939.5K 50,000
2024-03-04 Gochnour John J Officer A-Award A Stock Option (right to buy) 40,000 18.79 751.6K 40,000
2024-02-28 Cheney Kirk Sterling Officer Stock Option (right to buy) 25,000 15.02 375.5K 0 D
2024-02-23 Guerisoli Brent Officer S-Sale D Common Stock 1,385 17.11 23.7K 80,142
2024-02-02 Steik Jason Paul Officer Stock Option (right to buy) 25,000 15.02 375.5K 0 D
2024-01-25 Gochnour John J Officer M-Exempt A Common Stock 34,568 3.36 116.1K 108,550
2024-01-16 Stringfield JoAnne Director A-Award A Common Stock 3,000 0.00 19,945
2024-01-16 SMITH BARRY M Director A-Award A Common Stock 4,500 0.00 52,699
2024-01-16 Nackel John G. Director A-Award A Common Stock 3,000 0.00 94,652
2024-01-16 Morris Gregory K Sr. Director A-Award A Common Stock 3,000 0.00 15,000
2024-01-16 Lamb Scott E Director A-Award A Common Stock 3,000 0.00 33,135
2024-01-16 Christensen Christopher R. Director A-Award A Common Stock 3,000 0.00 135,618
2024-01-16 COVEY STEPHEN M R Director A-Award A Common Stock 3,000 0.00 21,750
2023-11-03 Christensen Christopher R. Director G-Gift A Common Stock 250 0.00 611,420
2023-10-27 Christensen Christopher R. Director G-Gift A Common Stock 30,037 0.00 611,170
2023-10-16 Stringfield JoAnne Director A-Award A Common Stock 1,500 0.00 16,945
2023-10-16 SMITH BARRY M Director A-Award A Common Stock 1,500 0.00 48,199
2023-10-16 Nackel John G. Director A-Award A Common Stock 1,500 0.00 91,652
2023-10-16 Morris Gregory K Sr. Director A-Award A Common Stock 1,500 0.00 12,000
2023-10-16 Lamb Scott E Director A-Award A Common Stock 1,500 0.00 30,135
2023-10-16 Christensen Christopher R. Director A-Award A Common Stock 1,500 0.00 162,905
2023-10-16 COVEY STEPHEN M R Director A-Award A Common Stock 1,500 0.00 18,750
2023-08-22 Walbom Lynette Officer A-Award A Stock Option (right to buy) 7,000 12.52 87.6K 7,000
2023-08-22 Guerisoli Brent Officer A-Award A Stock Option (right to buy) 10,000 12.52 125.2K 10,000
2023-08-22 Gochnour John J Officer A-Award A Stock Option (right to buy) 7,000 12.52 87.6K 7,000
2023-07-17 Stringfield JoAnne Director A-Award A Common Stock 1,500 0.00 15,445
2023-07-17 SMITH BARRY M Director A-Award A Stock Option (right to buy) 30,000 11.35 340.5K 30,000
2023-07-17 Nackel John G. Director A-Award A Common Stock 1,500 0.00 90,152
2023-07-17 Morris Gregory K Sr. Director A-Award A Common Stock 1,500 0.00 10,500
2023-07-17 Lamb Scott E Director A-Award A Common Stock 1,500 0.00 28,635
2023-07-17 Christensen Christopher R. Director A-Award A Common Stock 1,500 0.00 161,405
2023-07-17 COVEY STEPHEN M R Director A-Award A Common Stock 1,500 0.00 17,250
2023-06-01 Cheney Kirk Sterling Officer Stock Option (right to buy) 3,000 18.03 54.1K 0 D
2023-05-30 Freeman Jennifer S-Sale D Common Stock 611 11.65 7.1K 34,807
2023-05-25 Walbom Lynette Officer A-Award A Stock Option (right to buy) 25,000 11.60 290.0K 25,000
2023-05-11 Gochnour John J Officer P-Purchase A Common Stock 1,232 11.04 13.6K 73,982
2023-04-19 Stringfield JoAnne Director S-Sale D Common Stock 95 12.45 1.2K 13,945
2023-04-18 Stringfield JoAnne Director A-Award A Common Stock 1,500 0.00 14,230
2023-04-18 SMITH BARRY M Director A-Award A Common Stock 1,500 0.00 45,199
2023-04-18 Nackel John G. Director A-Award A Common Stock 1,500 0.00 88,652
2023-04-18 Morris Gregory K Sr. Director A-Award A Common Stock 1,500 0.00 9,000
2023-04-18 Lamb Scott E Director A-Award A Common Stock 1,500 0.00 27,135
2023-04-18 Christensen Christopher R. Director A-Award A Common Stock 1,500 0.00 159,905
2023-04-18 COVEY STEPHEN M R Director A-Award A Common Stock 1,500 0.00 15,750
2023-03-06 SMITH BARRY M Director P-Purchase A Common Stock 25,536 15.00 383.0K 43,699
2023-03-03 SMITH BARRY M Director P-Purchase A Common Stock 4,464 14.95 66.7K 18,163
2023-02-28 Guerisoli Brent Officer A-Award A Stock Option (right to buy) 60,000 15.02 901.2K 60,000
2023-02-28 Gochnour John J Officer A-Award A Stock Option (right to buy) 45,000 15.02 675.9K 45,000
2023-02-28 Freeman Jennifer Officer A-Award A Stock Option (right to buy) 10,000 15.02 150.2K 10,000
2023-01-19 Stringfield JoAnne Director S-Sale D Common Stock 95 11.37 1.1K 12,730
2023-01-18 Stringfield JoAnne Director S-Sale D Common Stock 95 10.96 1.0K 12,825
2023-01-17 Stringfield JoAnne Director A-Award A Common Stock 4,500 0.00 12,920
2023-01-17 SMITH BARRY M Director A-Award A Common Stock 4,500 0.00 13,699
2023-01-17 Nackel John G. Director A-Award A Common Stock 4,500 0.00 87,152
2023-01-17 Morris Gregory K Sr. Director A-Award A Common Stock 4,500 0.00 7,500
2023-01-17 Lamb Scott E Director A-Award A Common Stock 4,500 0.00 25,635
2023-01-17 Christensen Christopher R. Director A-Award A Common Stock 4,500 0.00 158,405
2023-01-17 COVEY STEPHEN M R Director A-Award A Common Stock 4,500 0.00 14,250
2022-12-31 Walker Daniel H Director D Common Stock 0 0.00 943,691
2022-12-02 Bunker Derek J Officer M-Exempt A Common Stock 6,286 10.52 66.1K 58,205
2022-11-30 Nackel John G. Director P-Purchase A Common Stock 20,000 10.13 202.6K 82,652
2022-10-26 Steik Jason Paul Officer Stock Option (right to buy) 3,000 24.04 72.1K 0 D
2022-10-26 Cheney Kirk Sterling Officer Stock Option (right to buy) 3,000 24.04 72.1K 0 D
2022-10-25 Stringfield JoAnne Director S-Sale D Common Stock 190 10.81 2.1K 8,420
2022-10-24 Stringfield JoAnne Director S-Sale D Common Stock 285 10.89 3.1K 8,610
2022-10-17 Stringfield JoAnne Director A-Award A Common Stock 750 0.00 8,895
2022-10-17 SMITH BARRY M Director A-Award A Common Stock 750 0.00 9,199
2022-10-17 Nackel John G. Director A-Award A Common Stock 750 0.00 62,652
2022-10-17 Morris Gregory K Sr. Director A-Award A Common Stock 750 0.00 3,000
2022-10-17 Lamb Scott E Director A-Award A Common Stock 750 0.00 21,135
2022-10-17 Christensen Christopher R. Director A-Award A Common Stock 750 0.00 153,905
2022-10-17 COVEY STEPHEN M R Director A-Award A Common Stock 750 0.00 9,750
2022-07-25 Walker Daniel H Officer D-Return D Common Stock 250,000 0.00 943,691
2022-07-25 Guerisoli Brent Officer A-Award A Common Stock 45,000 0.00 79,013
2022-07-25 Gochnour John J Officer A-Award A Common Stock 40,000 0.00 72,750
2022-07-25 Freeman Jennifer Officer A-Award A Common Stock 20,000 0.00 35,418
2022-07-25 Bunker Derek J Officer A-Award A Common Stock 20,000 0.00 51,919
2022-07-15 Stringfield JoAnne Director A-Award A Common Stock 750 0.00 8,145
2022-07-15 SMITH BARRY M Director A-Award A Common Stock 750 0.00 8,449
2022-07-15 Nackel John G. Director A-Award A Common Stock 750 0.00 61,902
2022-07-15 Morris Gregory K Sr. Director A-Award A Common Stock 750 0.00 2,250
2022-07-15 Lamb Scott E Director A-Award A Common Stock 750 0.00 20,385
2022-07-15 Christensen Christopher R. Director A-Award A Common Stock 750 0.00 153,155
2022-07-15 COVEY STEPHEN M R Director A-Award A Common Stock 750 0.00 9,000
2022-07-14 Freeman Jennifer Officer S-Sale D Common Stock 1,102 10.75 11.8K 15,418
2022-06-14 Nackel John G. Director A-Award A Common Stock 10,500 15.01 157.6K 61,152
2022-06-10 Christensen Christopher R. Director S-Sale D Common Stock 2,818 16.20 45.7K 152,405
2022-05-25 Steik Jason Paul Officer Stock Option (right to buy) 5,000 31.54 157.7K 0 D
2022-05-25 Cheney Kirk Sterling Officer Stock Option (right to buy) 5,000 31.54 157.7K 0 D
2022-04-18 Stringfield JoAnne Director A-Award A Common Stock 750 0.00 7,585
2022-04-18 SMITH BARRY M Director A-Award A Common Stock 750 0.00 7,699
2022-04-18 Nackel John G. Director A-Award A Common Stock 750 0.00 50,652
2022-04-18 Morris Gregory K Sr. Director A-Award A Common Stock 750 0.00 1,500
2022-04-18 Lamb Scott E Director A-Award A Common Stock 750 0.00 19,635
2022-04-18 Christensen Christopher R. Director P-Purchase A Common Stock 2,668 16.50 44.0K 581,133
2022-04-18 COVEY STEPHEN M R Director A-Award A Common Stock 750 0.00 8,250
2022-04-14 Christensen Christopher R. Director P-Purchase A Common Stock 5,729 16.50 94.5K 578,465
2022-04-13 Christensen Christopher R. Director P-Purchase A Common Stock 21,603 16.50 356.4K 572,736

Executive team

Top executives
EBIT / Employee
7.5K
Shares Outstanding
34.71M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brent J. Guerisoli Chief Executive Officer 444.7K 662.1K 885.6K 1.74M 9.2K 3.74M 41.39%
2 2025 John J. Gochnour President and Chief Operating Officer 369.7K 613.0K 811.8K 1.59M 10.2K 3.39M 42.01%
3 2025 Lynette B. Walbom Chief Financial Officer 338.7K 471.9K 664.2K 1.18M 7.6K 2.66M 42.70%
4 2025 Jason P. Steik Chief Clinical Officer 283.7K 1.03M 516.6K 1.8K 1.83M 28.18%
5 2025 Kirk S. Cheney EVP, General Counsel and Corporate Secretary 285.9K 500.0K 134.9K 516.6K 365.1K 283.00 1.80M 36.14%
6 2024 Brent J. Guerisoli Chief Executive Officer 415.3K 106.7K 463.4K 1.60M 8.8K 2.59M 21.97%
7 2024 John J. Gochnour President and Chief Operating Officer 344.7K 83.3K 370.7K 1.25M 9.5K 2.06M 22.06%
8 2024 Lynette B. Walbom Chief Financial Officer 311.5K 60.0K 324.3K 900.0K 3.0K 1.60M 24.04%
9 2024 Jason P. Steik Chief Clinical Officer 269.3K 472.2K 82.0K 185.3K 1.7K 1.01M 26.45%
10 2024 Kirk S. Cheney EVP, General Counsel and Corporate Secretary 264.2K 500.9K 185.3K 1.3K 951.6K 19.48%
11 2023 Brent J. Guerisoli Chief Executive Officer 362.5K 497.1K 1.00M 8.9K 1.87M 26.61%
12 2023 John J. Gochnour President and Chief Operating Officer 316.7K 369.8K 800.0K 8.7K 1.50M 24.73%
13 2023 Lynette B. Walbom Chief Financial Officer 206.3K 183.5K 350.0K 75.4K 815.2K 22.52%
14 2023 Jason P. Steik Chief Clinical Officer 257.7K 250.0K 212.3K 966.00 721.0K 29.45%
15 2023 Kirk S. Cheney EVP, General Counsel and Corporate Secretary 250.0K 250.5K 212.3K 238.00 713.1K 29.77%
16 2023 Kirk Cheney General Counsel and Corporate Secretary 250.0K 250.5K 212.3K 238.00 713.1K 29.77%
17 2023 Jennifer L. Freeman Former Chief Financial Officer 278.0K 72.5K 8.4K 358.9K 20.21%
18 2022 Brent J. Guerisoli Chief Executive Officer 295.8K 604.4K 150.7K 500.0K 8.4K 1.56M 48.42%
19 2022 John J. Gochnour President and Chief Operating Officer 273.5K 537.2K 60.3K 458.7K 9.9K 1.34M 44.60%
20 2022 Jennifer L. Freeman Former Chief Financial Officer 276.7K 136.0K 268.6K 90.4K 7.8K 779.5K 46.06%
21 2022 Jennifer L. Freeman Interim Chief Financial Officer 276.7K 136.0K 268.6K 90.4K 7.8K 779.5K 46.06%
22 2022 Jason P. Steik Chief Clinical Officer 236.7K 82.5K 188.0K 12.1K 919.00 520.2K 38.46%
23 2022 Kirk Cheney General Counsel and Corporate Secretary 213.0K 90.0K 188.0K 24.1K 188.00 515.3K 41.16%
24 2022 Kirk S. Cheney EVP, General Counsel and Corporate Secretary 213.0K 90.0K 188.0K 24.1K 188.00 515.3K 41.16%
25 2022 Daniel H. Walker Former Chief Executive Officer 354.3K 150.0K 10.5K 514.8K 0.00%
26 2022 Derek J. Bunker Chief Investment Officer 233.0K 100.7K 24.1K 7.5K 365.3K 34.17%
27 2021 Brent J. Guerisoli Chief Executive Officer 268.1K 300.0K 186.9K 4.8K 759.8K 24.60%
28 2021 Brent J. Guerisoli President 268.1K 300.0K 186.9K 4.8K 759.8K 24.60%
29 2021 Jennifer L. Freeman Former Chief Financial Officer 267.9K 175.0K 155.7K 7.8K 606.4K 25.68%
30 2021 Jennifer L. Freeman Chief Financial Officer 267.9K 175.0K 155.7K 7.8K 606.4K 25.68%
31 2021 Jennifer L. Freeman Interim Chief Financial Officer 267.9K 175.0K 155.7K 7.8K 606.4K 25.68%
32 2021 John J. Gochnour Chief Operating Officer 265.5K 135.8K 186.9K 10.8K 598.9K 31.20%
33 2021 John J. Gochnour President and Chief Operating Officer 265.5K 135.8K 186.9K 10.8K 598.9K 31.20%
34 2021 Derek J. Bunker Chief Investment Officer, Executive Vice President and Secretary 221.9K 150.0K 93.4K 7.6K 472.9K 19.76%
35 2021 Derek J. Bunker Chief Investment Officer 221.9K 150.0K 62.3K 7.6K 441.8K 14.10%
36 2021 Jason P. Steik Chief Clinical Officer 212.3K 60.0K 91.8K 887.00 365.0K 25.16%
37 2021 Daniel H Walker Chief Executive Officer 343.3K 5.4K 348.7K 0.00%
38 2021 Daniel H. Walker Former Chief Executive Officer 343.3K 5.4K 348.7K 0.00%
39 2021 Kirk Cheney General Counsel and Corporate Secretary 195.0K 60.0K 91.8K 170.00 347.0K 26.47%
40 2020 Brent J. Guerisoli Chief Executive Officer 228.4K 1.36M 847.1K 213.00 2.43M 34.83%
41 2020 Brent J. Guerisoli President 228.4K 1.36M 847.1K 213.00 2.43M 34.83%
42 2020 Jennifer L. Freeman Chief Financial Officer 253.4K 200.0K 275.6K 735.6K 7.2K 1.47M 68.70%
43 2020 Jennifer L. Freeman Interim Chief Financial Officer 253.4K 200.0K 275.6K 735.6K 7.2K 1.47M 68.70%
44 2020 John J. Gochnour Chief Operating Officer 258.5K 470.5K 443.9K 10.8K 1.18M 37.50%
45 2020 John J. Gochnour President and Chief Operating Officer 258.5K 470.5K 443.9K 10.8K 1.18M 37.50%
46 2020 Daniel H Walker Chief Executive Officer 329.5K 750.0K 2.7K 1.08M 0.00%
47 2020 Daniel H. Walker Former Chief Executive Officer 329.5K 750.0K 2.7K 1.08M 0.00%
48 2020 Derek J. Bunker Chief Investment Officer, Executive Vice President and Secretary 213.5K 225.0K 324.2K 7.7K 770.4K 42.08%
49 2020 Derek J. Bunker Chief Investment Officer 213.5K 225.0K 125.8K 7.7K 572.0K 22.00%
50 2019 Daniel H Walker Chief Executive Officer 81.3K 197.3K 18.00M 18.28M 98.48%
51 2019 Daniel H Walker Chief Executive Officer and President 81.3K 197.3K 18.00M 18.28M 98.48%
52 2019 John J. Gochnour Chief Operating Officer 63.8K 110.0K 434.9K 3.0K 611.7K 71.10%
53 2019 Brent J. Guerisoli President 54.8K 181.3K 367.1K 1.5K 604.6K 60.72%
54 2019 Derek J. Bunker Chief Investment Officer, EVP and Secretary 52.5K 43.8K 282.4K 2.1K 380.8K 74.17%
55 2019 Derek J. Bunker Chief Investment Officer, Executive Vice President and Secretary 52.5K 43.8K 282.4K 2.1K 380.8K 74.17%
56 2019 Jennifer L. Freeman Chief Financial Officer 52.1K 42.9K 115.7K 1.5K 212.1K 54.53%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-31 DEF 14A
2025-05-02 DEFA14A
2025-04-29 DEFA14A
2025-04-17 DEF 14A
2025-04-07 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-17 4/A
2026-04-17 4/A
2026-04-17 4/A
2026-04-17 4/A
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-17 4

Executive team

NameTitleCompensationGender
Brent J. Guerisoli Chief Executive Officer & Chairman 2M male
John J. Gochnour President & Chief Operating Officer 2M male
Lynette Walbom Chief Financial Officer 2M female
Jason Steik Chief Clinical Officer 1M male
Kirk Cheney Executive Vice President, General Counsel & Corporate Secretary 1M male
Brian Wayment President of Cornerstone Healthcare male
ESG Rating
B
MEDICAL - CARE FACILITIES
2026
E (Environmental)
64.0 / 65.7
Company / Sector avg.
S (Social)
68.5 / 69.6
Company / Sector avg.
G (Governance)
64.3 / 68.9
Company / Sector avg.
ESG Total
65.6 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
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