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United Parks & Resorts Inc. (PRKS)

USD47.64 +0.76 (+1.61%)
US NYSE Consumer Cyclical Leisure
Address 6240 Sea Harbor Drive 32821
Orlando, FL, US
CEO Marc G. Swanson
IPO 2013-04-19
CIK 1564902 ISIN US81282V1008

Explore sections of this company profile

Also trades on New York Stock Exchange · PRKS (USD) New York Stock Exchange · SEAS (USD)
Description

United Parks & Resorts Inc., along with its various subsidiaries, functions as a leading theme park and entertainment enterprise within the United States. The company's extensive array of attractions includes prominent SeaWorld theme parks located in Orlando, Florida; San Antonio, Texas; and San Diego, California. It also manages Busch Gardens theme parks situated in Tampa, Florida, and Williamsburg, Virginia. Further diversifying its recreational offerings, the company operates water park attractions in several key locations: Orlando, Florida; San Antonio, Texas; San Diego and Chula Vista, California; Tampa, Florida; and Williamsburg, Virginia. Additionally, its portfolio features an exclusive, reservations-only theme park in Orlando, Florida, as well as a park in Langhorne, Pennsylvania. Overall, the corporation oversees a collection of twelve distinct theme parks, all operating under well-known brands such as SeaWorld, Busch Gardens, Aquatica, Discovery Cove, Water Country USA, Adventure Island, and Sesame Place. The entity, which traces its origins back to 1959 and maintains its primary headquarters in Orlando, Florida, was formerly known as SeaWorld Entertainment, Inc. until its rebranding to United Parks & Resorts Inc. in February 2024.

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
USD47.64 +0.76 (+1.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.18
Float Shares
47.26M
Free Float %
97.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.78% -2.95% -5.84% +4.99% +4.55% -3.17% -28.77% -38.63% -28.99% +92.39% +4.86%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (23 ratings, all time) Buy
Price Targets & DCF
Current price
47.64
Low 40.00 -16.0%
Consensus 48.75 +2.3%
Median 50.50 +6.0%
High 54.00 +13.4%
DCF (Unlevered) 71.86 +50.8%
DCF (Levered) 56.49 +18.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 45% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 +1
Hold 5 -1
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
54.00
+13.4%
Last Year 7
49.29
+3.5%
All Time 17
57.47
+20.6%
Quality scores
Altman Z-Score
1.71
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Leisure: +7.6%
    -3.6% Q1'26: -3.0% (vs Q1'25)
  • EPS growth Leisure: +13.2%
    -19.3% Q1'26: -137.9% (vs Q1'25)
  • FCF margin FCF growth · Leisure: +30.4%
    +15.4% Q1'26: -1.0% (vs Q1'25)
  • EBIT margin Leisure: +11.0%
    +22.3% Q1'26: -2.8% (vs Q1'25)
  • ROIC Leisure: +6.9%
    +15.1% Q1'26: +5.9% (vs Q1'25)
  • Share dilution Leisure: +0.0%
    -8.4% Q1'26: -10.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Leisure: -0.39×
    4.32× Q1'26: 0.95× (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 (1.14) × ERP
WACC = 46% × Ke + 54% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 71.15 Current price: 47.64
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Revenue
1.37B
est: 1.37B (+0.0%)
1.34B
est: 1.35B (-0.1%)
1.26B
est: 1.26B (+0.5%)
1.37B
est: 1.37B (+0.3%)
1.40B
est: 1.39B (+0.6%)
431.78M
est: 400.01M (+7.9%)
1.50B
est: 1.47B (+2.0%)
1.73B
est: 1.73B (+0.2%)
1.73B
est: 1.73B (-0.3%)
1.73B
est: 1.72B (+0.2%)
1.66B
est: 1.67B (-0.2%)
1.68B
1.66B – 1.70B
+1.1% YoY
1.74B
1.71B – 1.77B
+3.1% YoY
1.77B
1.77B – 1.77B
+2.1% YoY
EBITDA
341.19M
est: 338.09M (+0.9%)
274.65M
est: 331.82M (-17.2%)
-46.10M
est: 309.94M (-114.9%)
301.88M
est: 337.39M (-10.5%)
373.72M
est: 342.70M (+9.1%)
-91.39M
est: 98.65M (-192.6%)
521.65M
est: 363.57M (+43.5%)
660.19M
est: 425.95M (+55.0%)
613.98M
est: 612.06M (+0.3%)
622.73M
est: 608.41M (+2.4%)
544.67M
est: 588.46M (-7.4%)
594.80M
587.67M – 601.92M
+1.1% YoY
613.23M
602.53M – 623.92M
+3.1% YoY
625.98M
625.93M – 626.04M
+2.1% YoY
EBIT
161.70M
est: 140.76M (+14.9%)
108.70M
est: 138.15M (-21.3%)
80.97M
est: 129.04M (-37.3%)
143.62M
est: 140.47M (+2.2%)
213.18M
est: 142.68M (+49.4%)
-241.94M
est: 41.07M (-689.1%)
372.99M
est: 151.37M (+146.4%)
507.57M
est: 177.34M (+186.2%)
459.77M
est: 447.15M (+2.8%)
459.29M
est: 444.48M (+3.3%)
370.19M
est: 429.91M (-13.9%)
434.54M
429.33M – 439.74M
+1.1% YoY
448.00M
440.19M – 455.81M
+3.1% YoY
457.32M
457.28M – 457.36M
+2.1% YoY
Net Income
49.13M
est: 43.75M (+12.3%)
-12.53M
est: 19.67M (-163.7%)
-202.39M
est: -137.95M (-46.7%)
44.79M
est: 29.88M (+49.9%)
89.48M
est: 90.26M (-0.9%)
-312.32M
est: -246.05M (-26.9%)
256.51M
est: 156.77M (+63.6%)
291.19M
est: 253.07M (+15.1%)
234.20M
est: 211.04M (+11.0%)
227.50M
est: 220.70M (+3.1%)
168.35M
est: 181.16M (-7.1%)
194.34M
172.01M – 216.68M
+7.3% YoY
221.37M
201.05M – 241.69M
+13.9% YoY
210.03M
182.04M – 249.35M
-5.1% YoY
SGA
214.07M
est: 195.24M (+9.6%)
238.56M
est: 191.62M (+24.5%)
228.84M
est: 178.99M (+27.8%)
217.62M
est: 194.84M (+11.7%)
229.60M
est: 197.90M (+16.0%)
94.89M
est: 56.97M (+66.6%)
184.87M
est: 209.96M (-11.9%)
200.07M
est: 245.98M (-18.7%)
221.24M
est: 218.03M (+1.5%)
216.90M
est: 216.74M (+0.1%)
236.35M
est: 209.63M (+12.7%)
211.89M
209.35M – 214.42M
+1.1% YoY
218.45M
214.64M – 222.26M
+3.1% YoY
223.00M
222.98M – 223.02M
+2.1% YoY
EPS
0.57
est: 0.73 (-21.8%)
-0.15
est: 0.33 (-145.8%)
-2.36
est: -2.30 (-2.7%)
0.52
est: 0.50 (+4.4%)
1.11
est: 1.50 (-26.2%)
-3.99
est: -4.10 (+2.7%)
3.28
est: 2.61 (+25.6%)
4.18
est: 4.22 (-0.9%)
3.66
est: 3.84 (-4.6%)
3.82
est: 4.03 (-5.3%)
3.09
est: 3.34 (-7.4%)
3.61
3.13 – 3.94
+8.1% YoY
4.06
3.66 – 4.40
+12.7% YoY
4.00
3.31 – 4.53
-1.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-08 Mizuho Underperform Outperform Upgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-05-08 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-05-07 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-05-06 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-05-05 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-05-04 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-05-01 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-30 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-29 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-28 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-27 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-24 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-23 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-22 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-21 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-20 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-17 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5
2026-04-16 B 3/5 4/5 1/5 5/5 1/5 4/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
198.26M
OE per share TTM
3.61
Owner's Yield
10.98%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
153.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
80
Total invested
308.75M
Insider transactions (90d)
5
Beneficial owners (>5%)
1
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 752403190 3.95M 7.38% 2.66M 1.29M 3.95M IA A Delaware 2024-11-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
80
-143 vs prev Q
New positions
12
Closed positions
153
Increased
34
Reduced
26
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 HILL PATH CAPITAL LP 27.21M +— (+0.0%) 987.55M -419.0M (-29.8%) 49.45% -0.008 pp 63.55% -5.397 pp USD23.58 +53.9% 37 qtrs
2 NOMURA HOLDINGS INC 4.48M +— (+0.0%) 162.49M -68.9M (-29.8%) 8.14% -0.001 pp 0.22% -0.142 pp USD47.63 -23.8% 24 qtrs
3 BLACKROCK, INC. 4.07M -3.2K (-0.1%) 147.91M -62.9M (-29.8%) 7.41% -0.007 pp 0.00% -0.001 pp USD51.13 -29.0% 6 qtrs
4 VANGUARD GROUP INC 2.83M -166.7K (-5.6%) 102.65M -52.2M (-33.7%) 5.14% -0.304 pp 0.00% -0.001 pp USD33.32 +8.9% 51 qtrs
5 GOLDENTREE ASSET MANAGEMENT LP 2.44M +1.1M (+83.5%) 88.37M +19.8M (+28.9%) 4.43% +2.017 pp 4.79% -0.876 pp USD44.55 -18.5% 15 qtrs
6 BANK OF AMERICA CORP /DE/ 2.29M +1.8M (+366.1%) 83.24M +57.8M (+227.3%) 4.17% +3.274 pp 0.01% +0.004 pp USD39.20 -7.4% 51 qtrs
7 RIVER ROAD ASSET MANAGEMENT, LLC 2.06M +74.4K (+3.8%) 74.65M -27.8M (-27.2%) 3.74% +0.135 pp 0.82% -0.329 pp USD51.17 -29.1% 6 qtrs
8 VOSS CAPITAL, LLC 1.64M -410.0K (-20.0%) 59.53M -46.5M (-43.8%) 2.98% -0.746 pp 2.86% -2.272 pp USD50.55 -28.2% 7 qtrs
9 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.49M -1.0M (-40.3%) 53.98M -74.9M (-58.1%) 2.70% -1.828 pp 0.18% -0.231 pp USD40.07 -9.4% 27 qtrs
10 STATE STREET CORP 1.06M -2.3K (-0.2%) 38.57M -16.5M (-29.9%) 1.93% -0.005 pp 0.00% -0.001 pp USD34.87 +4.1% 51 qtrs
11 DIMENSIONAL FUND ADVISORS LP 1.04M -39.3K (-3.6%) 37.73M -18.0M (-32.3%) 1.89% -0.072 pp 0.01% -0.004 pp USD28.03 +29.5% 47 qtrs
12 ENGINE CAPITAL MANAGEMENT, LP 856.4K +420.0K (+96.2%) 31.09M +8.5M (+37.8%) 1.56% +0.763 pp 4.29% +1.614 pp USD45.69 -20.6% 13 qtrs
13 LONG POND CAPITAL, LP 855.0K +855.0K (+100.0%) 31.04M +31.0M (+100.0%) 1.55% +1.554 pp 3.65% +3.646 pp USD36.30 +0.0% 1 qtrs NEW
14 GOLDMAN SACHS GROUP INC 854.2K +255.1K (+42.6%) 31.01M +31.7K (+0.1%) 1.55% +0.464 pp 0.00% +0.000 pp USD42.99 -15.6% 51 qtrs
15 UBS GROUP AG 740.5K -137.3K (-15.6%) 26.88M -18.5M (-40.8%) 1.35% -0.250 pp 0.00% -0.003 pp USD51.95 -30.1% 45 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 706.4K -342.3K (-32.6%) 25.64M -28.6M (-52.7%) 1.28% -0.622 pp 0.02% -0.019 pp USD57.59 -37.0% 29 qtrs
17 GEODE CAPITAL MANAGEMENT, LLC 675.7K +2.7K (+0.4%) 24.53M -10.3M (-29.5%) 1.23% +0.005 pp 0.00% -0.001 pp USD34.23 +6.0% 51 qtrs
18 MORGAN STANLEY 585.4K -1.9K (-0.3%) 21.25M -9.1M (-30.0%) 1.06% -0.004 pp 0.00% -0.001 pp USD52.13 -30.4% 51 qtrs
19 DME CAPITAL MANAGEMENT, LP 574.6K +103.6K (+22.0%) 20.86M -3.5M (-14.3%) 1.04% +0.188 pp 0.73% -0.226 pp USD48.92 -25.8% 2 qtrs
20 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 525.7K -23.1K (-4.2%) 19.08M -9.3M (-32.7%) 0.96% -0.042 pp 0.93% -0.489 pp USD41.89 -13.3% 25 qtrs
21 PINNACLE ASSOCIATES LTD 524.1K +580.0 (+0.1%) 19.03M -8.0M (-29.7%) 0.95% +0.001 pp 0.24% -0.115 pp USD21.32 +70.3% 33 qtrs
22 CIBC WORLD MARKETS CORP 501.8K +501.8K (+100.0%) 18.22M +18.2M (+100.0%) 0.91% +0.912 pp 0.09% +0.088 pp USD36.30 +0.0% 1 qtrs NEW
23 CIBC WORLD MARKET INC. 478.4K +253.4K (+112.6%) 17.37M +5.7M (+49.3%) 0.87% +0.461 pp 0.03% +0.007 pp USD44.21 -17.9% 7 qtrs
24 NEUBERGER BERMAN GROUP LLC 440.2K -23.7K (-5.1%) 15.98M -8.0M (-33.4%) 0.80% -0.043 pp 0.01% -0.006 pp USD29.77 +21.9% 51 qtrs
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 435.6K +33.4K (+8.3%) 15.81M -5.0M (-24.0%) 0.79% +0.061 pp 0.00% -0.001 pp USD27.26 +33.2% 51 qtrs
26 PENN CAPITAL MANAGEMENT COMPANY, LLC 414.1K +127.7K (+44.6%) 15.07M +228.8K (+1.5%) 0.75% +0.232 pp 1.20% +0.061 pp USD38.04 -4.6% 42 qtrs
27 NATIONAL BANK OF CANADA /FI/ 405.0K +— (+0.0%) 14.70M -6.2M (-29.8%) 0.74% 0.000 pp 0.01% -0.008 pp USD56.19 -35.4% 6 qtrs
28 ING GROEP NV 350.0K +— (+0.0%) 12.71M -5.4M (-29.8%) 0.64% 0.000 pp 0.08% -0.021 pp USD51.70 -29.8% 2 qtrs
29 INVENOMIC CAPITAL MANAGEMENT LP 309.0K +266.4K (+624.8%) 11.22M +9.0M (+408.9%) 0.56% +0.484 pp 0.52% +0.415 pp USD38.42 -5.5% 2 qtrs
30 CLARK ESTATES INC/NY 300.0K +95.0K (+46.3%) 10.89M +291.5K (+2.8%) 0.55% +0.173 pp 2.64% +0.221 pp USD44.85 -19.1% 3 qtrs
31 JPMORGAN CHASE & CO 283.9K -179.6K (-38.8%) 10.31M -13.7M (-57.0%) 0.52% -0.327 pp 0.00% -0.001 pp USD49.66 -26.9% 41 qtrs
32 NORTHERN TRUST CORP 280.3K -16.2K (-5.5%) 10.17M -5.2M (-33.6%) 0.51% -0.030 pp 0.00% -0.001 pp USD24.22 +49.9% 51 qtrs
33 NEW YORK STATE COMMON RETIREMENT FUND 265.2K +83.9K (+46.2%) 9.63M +251.2K (+2.7%) 0.48% +0.152 pp 0.01% +0.001 pp USD33.17 +9.4% 43 qtrs
34 PRICE T ROWE ASSOCIATES INC /MD/ 249.0K +2.2K (+0.9%) 9.04M -3.7M (-29.2%) 0.45% +0.004 pp 0.00% 0.000 pp USD40.12 -9.5% 24 qtrs
35 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 244.0K -875.0 (-0.4%) 8.86M -3.8M (-30.0%) 0.44% -0.002 pp 0.03% -0.013 pp USD54.24 -33.1% 10 qtrs
36 MARSHALL WACE, LLP 226.2K +226.2K (+100.0%) 8.21M +8.2M (+100.0%) 0.41% +0.411 pp 0.01% +0.008 pp USD36.30 +0.0% 1 qtrs NEW
37 BANK OF NEW YORK MELLON CORP 189.4K -1.1K (-0.6%) 6.87M -3.0M (-30.2%) 0.34% -0.002 pp 0.00% -0.001 pp USD36.89 -1.6% 51 qtrs
38 INVESCO LTD. 174.2K +38.1K (+28.0%) 6.33M -712.6K (-10.1%) 0.32% +0.069 pp 0.00% 0.000 pp USD50.99 -28.8% 50 qtrs
39 ORVIETO PARTNERS, L.P. 167.0K +70.0K (+72.2%) 6.06M +1.0M (+20.9%) 0.30% +0.127 pp 4.90% +0.733 pp USD46.00 -21.1% 5 qtrs
40 DEUTSCHE BANK AG\ 149.7K +126.8K (+553.3%) 5.43M +4.2M (+358.7%) 0.27% +0.230 pp 0.00% +0.001 pp USD38.45 -5.6% 50 qtrs
41 SG AMERICAS SECURITIES, LLC 134.8K -236.7K (-63.7%) 4.89M -14.3M (-74.5%) 0.25% -0.430 pp 0.01% -0.059 pp USD51.70 -29.8% 25 qtrs
42 PRINCIPAL FINANCIAL GROUP INC 130.4K -2.6K (-1.9%) 4.73M -2.1M (-31.1%) 0.24% -0.005 pp 0.00% -0.001 pp USD51.70 -29.8% 2 qtrs
43 QUINN OPPORTUNITY PARTNERS LLC 120.4K +80.5K (+201.9%) 4.37M +2.3M (+111.9%) 0.22% +0.146 pp 0.18% +0.038 pp USD41.26 -12.0% 5 qtrs
44 RUFFER LLP 98.0K +98.0K (+100.0%) 3.56M +3.6M (+100.0%) 0.18% +0.178 pp 0.16% +0.162 pp USD36.30 +0.0% 1 qtrs NEW
45 PUBLIC SECTOR PENSION INVESTMENT BOARD 94.4K -12.9K (-12.1%) 3.43M -2.1M (-38.3%) 0.17% -0.024 pp 0.01% -0.009 pp USD51.70 -29.8% 2 qtrs
46 ROCK CREEK GROUP, LP 40.0K -10.0K (-20.0%) 2.95M +361.0K (+14.0%) 0.07% -0.018 pp 0.33% +0.058 pp USD52.99 -31.5% 7 qtrs
47 RAYMOND JAMES FINANCIAL INC 80.3K -456.4K (-85.0%) 2.92M -24.8M (-89.5%) 0.15% -0.830 pp 0.00% -0.008 pp USD55.80 -34.9% 5 qtrs
48 FIRST TRUST ADVISORS LP 80.0K +26.4K (+49.2%) 2.90M +132.7K (+4.8%) 0.15% +0.048 pp 0.00% +0.000 pp USD43.47 -16.5% 41 qtrs
49 RHUMBLINE ADVISERS 79.5K -2.7K (-3.3%) 2.89M -1.4M (-32.1%) 0.14% -0.005 pp 0.00% -0.001 pp USD38.62 -6.0% 51 qtrs
50 MILLENNIUM MANAGEMENT LLC 78.9K +78.9K (+100.0%) 2.86M +2.9M (+100.0%) 0.14% +0.143 pp 0.00% +0.001 pp USD36.30 +0.0% 22 qtrs
51 AMERIPRISE FINANCIAL INC 77.8K -2.3K (-2.9%) 2.82M -1.3M (-31.8%) 0.14% -0.004 pp 0.00% 0.000 pp USD53.92 -32.7% 21 qtrs
52 NUVEEN, LLC 77.7K -1.6K (-2.0%) 2.82M -1.3M (-31.2%) 0.14% -0.003 pp 0.00% 0.000 pp USD45.46 -20.1% 4 qtrs
53 COMERICA BANK 77.7K +36.7K (+89.4%) 2.82M +699.5K (+33.0%) 0.14% +0.067 pp 0.01% +0.003 pp USD43.08 -15.7% 10 qtrs
54 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 76.7K +76.7K (+100.0%) 2.78M +2.8M (+100.0%) 0.14% +0.139 pp 0.00% +0.005 pp USD36.30 +0.0% 1 qtrs NEW
55 UBS ASSET MANAGEMENT AMERICAS INC 76.2K -4.2K (-5.3%) 2.77M -1.4M (-33.5%) 0.14% -0.008 pp 0.00% 0.000 pp USD43.82 -17.2% 45 qtrs
56 LEGAL & GENERAL GROUP PLC 69.4K -3.8K (-5.1%) 2.52M -1.3M (-33.4%) 0.13% -0.007 pp 0.00% 0.000 pp USD42.23 -14.0% 44 qtrs
57 HOLOCENE ADVISORS, LP 69.2K -2.2K (-3.1%) 2.51M -1.2M (-32.0%) 0.13% -0.004 pp 0.01% -0.003 pp USD48.24 -24.8% 10 qtrs
58 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 67.4K -238.2K (-78.0%) 2.45M -13.4M (-84.5%) 0.12% -0.433 pp 0.00% -0.008 pp USD52.99 -31.5% 14 qtrs
59 WELLS FARGO & COMPANY/MN 66.3K -2.0K (-3.0%) 2.41M -1.1M (-31.9%) 0.12% -0.004 pp 0.00% 0.000 pp USD42.33 -14.2% 51 qtrs
60 RUSSELL INVESTMENTS GROUP, LTD. 66.3K -13.7K (-17.1%) 2.41M -1.7M (-41.8%) 0.12% -0.025 pp 0.00% -0.002 pp USD42.72 -15.0% 37 qtrs
61 BARCLAYS PLC 65.8K -294.2K (-81.7%) 2.39M -15.8M (-86.9%) 0.12% -0.535 pp 0.00% -0.004 pp USD51.42 -29.4% 51 qtrs
62 WINTON GROUP LTD 65.8K -61.3K (-48.2%) 2.39M -4.2M (-63.7%) 0.12% -0.112 pp 0.08% -0.164 pp USD51.70 -29.8% 2 qtrs
63 QUANTINNO CAPITAL MANAGEMENT LP 65.5K +61.6K (+1,573.5%) 2.38M +2.2M (+1,075.0%) 0.12% +0.112 pp 0.00% +0.004 pp USD37.22 -2.5% 2 qtrs
64 XTX TOPCO LTD 64.6K +64.6K (+100.0%) 2.35M +2.3M (+100.0%) 0.12% +0.118 pp 0.06% +0.062 pp USD36.30 +0.0% 8 qtrs
65 GREAT LAKES ADVISORS, LLC 55.6K +19.3K (+53.3%) 2.02M +143.2K (+7.6%) 0.10% +0.035 pp 0.02% +0.001 pp USD52.61 -31.0% 12 qtrs
66 SWISS NATIONAL BANK 54.3K +1.0K (+1.9%) 1.97M -784.5K (-28.5%) 0.10% +0.002 pp 0.00% 0.000 pp USD23.01 +57.8% 45 qtrs
67 SUMMITTX CAPITAL, L.P. 54.0K +10.4K (+23.8%) 1.96M -295.7K (-13.1%) 0.10% +0.019 pp 0.06% -0.034 pp USD46.02 -21.1% 4 qtrs
68 ABS DIRECT EQUITY FUND LLC 50.0K -20.0K (-28.6%) 1.82M -1.8M (-49.8%) 0.09% -0.036 pp 2.16% -3.016 pp USD50.43 -28.0% 6 qtrs
69 ENVESTNET ASSET MANAGEMENT INC 48.7K -9.3K (-16.1%) 1.77M -1.2M (-41.1%) 0.09% -0.017 pp 0.00% 0.000 pp USD43.08 -15.7% 26 qtrs
70 NORGES BANK 47.5K +47.5K (+100.0%) 1.73M +1.7M (+100.0%) 0.09% +0.086 pp 0.00% +0.000 pp USD36.30 +0.0% 1 qtrs NEW
71 LSV ASSET MANAGEMENT 46.1K +— (+0.0%) 1.67M -710.0K (-29.8%) 0.08% +0.000 pp 0.00% -0.002 pp USD45.60 -20.4% 4 qtrs
72 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42.4K +4.6K (+12.1%) 1.54M -416.7K (-21.3%) 0.08% +0.008 pp 0.00% 0.000 pp USD47.93 -24.3% 13 qtrs
73 PRELUDE CAPITAL MANAGEMENT, LLC 40.6K -6.2K (-13.3%) 1.47M -945.7K (-39.1%) 0.07% -0.011 pp 0.11% -0.080 pp USD51.17 -29.1% 22 qtrs
74 VERITION FUND MANAGEMENT LLC 40.3K -210.8K (-83.9%) 1.46M -11.5M (-88.7%) 0.07% -0.383 pp 0.01% -0.048 pp USD51.82 -29.9% 19 qtrs
75 HSBC HOLDINGS PLC 39.2K +39.2K (+100.0%) 1.42M +1.4M (+100.0%) 0.07% +0.071 pp 0.00% +0.001 pp USD36.30 +0.0% 21 qtrs
76 BREVAN HOWARD CAPITAL MANAGEMENT LP 36.9K +36.9K (+100.0%) 1.34M +1.3M (+100.0%) 0.07% +0.067 pp 0.01% +0.015 pp USD36.30 +0.0% 10 qtrs
77 ALLIANCEBERNSTEIN L.P. 36.4K -1.0K (-2.8%) 1.32M -614.7K (-31.8%) 0.07% -0.002 pp 0.00% 0.000 pp USD30.51 +19.0% 51 qtrs
78 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 35.5K +10.3K (+40.9%) 1.29M -14.2K (-1.1%) 0.06% +0.019 pp 0.00% 0.000 pp USD49.35 -26.4% 7 qtrs
79 SEI INVESTMENTS CO 35.3K +19.4K (+122.1%) 1.28M +459.7K (+55.9%) 0.06% +0.035 pp 0.00% +0.000 pp USD36.73 -1.2% 35 qtrs
80 STATE OF WISCONSIN INVESTMENT BOARD 33.6K +12.1K (+56.3%) 1.22M +108.1K (+9.7%) 0.06% +0.022 pp 0.00% +0.000 pp USD49.80 -27.1% 18 qtrs
81 K.J. HARRISON & PARTNERS INC 30.0K +— (+0.0%) 1.09M -548.7K (-33.5%) 0.05% +0.000 pp 0.14% -0.090 pp USD52.00 -30.2% 6 qtrs
82 JANE STREET GROUP, LLC 27.3K +27.3K (+100.0%) 992.5K +992.5K (+100.0%) 0.05% +0.050 pp 0.00% +0.000 pp USD36.30 +0.0% 34 qtrs
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 27.3K +1.8K (+6.9%) 992.0K -330.2K (-25.0%) 0.05% +0.003 pp 0.00% 0.000 pp USD30.10 +20.6% 51 qtrs
84 PATHSTONE HOLDINGS, LLC 26.1K -748.0 (-2.8%) 945.9K -440.0K (-31.7%) 0.05% -0.001 pp 0.00% -0.002 pp USD55.38 -34.5% 9 qtrs
85 PRUDENTIAL FINANCIAL INC 25.8K -2.1K (-7.4%) 937.3K -504.9K (-35.0%) 0.05% -0.004 pp 0.00% -0.001 pp USD51.05 -28.9% 3 qtrs
86 GOTHAM ASSET MANAGEMENT, LLC 25.0K +19.6K (+363.1%) 906.8K +627.9K (+225.2%) 0.05% +0.036 pp 0.00% +0.002 pp USD40.44 -10.2% 20 qtrs
87 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 24.7K +24.7K (+100.0%) 896.6K +896.6K (+100.0%) 0.04% +0.045 pp 0.00% +0.002 pp USD36.30 +0.0% 1 qtrs NEW
88 VOLORIDGE INVESTMENT MANAGEMENT, LLC 24.3K -177.9K (-88.0%) 881.5K -9.6M (-91.6%) 0.04% -0.324 pp 0.00% -0.032 pp USD51.57 -29.6% 3 qtrs
89 GREAT WEST LIFE ASSURANCE CO /CAN/ 23.2K -7.0K (-23.1%) 843.0K -747.0K (-47.0%) 0.04% -0.013 pp 0.00% -0.001 pp USD51.48 -29.5% 45 qtrs
90 LAURION CAPITAL MANAGEMENT LP 21.7K +21.7K (+100.0%) 787.0K +787.0K (+100.0%) 0.04% +0.039 pp 0.03% +0.029 pp USD36.30 +0.0% 1 qtrs NEW
91 SKYVIEW INVESTMENT ADVISORS, LLC 21.7K +358.0 (+1.7%) 787.0K -316.0K (-28.6%) 0.04% +0.001 pp 0.10% -0.040 pp USD55.36 -34.4% 5 qtrs
92 LPL FINANCIAL LLC 20.0K +4.5K (+29.4%) 727.2K -73.4K (-9.2%) 0.04% +0.008 pp 0.00% +0.000 pp USD49.01 -25.9% 7 qtrs
93 ENSIGN PEAK ADVISORS, INC 20.0K -12.5K (-38.5%) 724.4K -954.3K (-56.8%) 0.04% -0.023 pp 0.00% -0.002 pp USD54.68 -33.6% 17 qtrs
94 FREESTONE GROVE PARTNERS LP 19.5K +19.5K (+100.0%) 706.7K +706.7K (+100.0%) 0.04% +0.035 pp 0.01% +0.005 pp USD36.30 +0.0% 1 qtrs NEW
95 THRIVENT FINANCIAL FOR LUTHERANS 18.7K -1.6K (-7.8%) 680.0K -371.0K (-35.3%) 0.03% -0.003 pp 0.00% -0.001 pp USD51.70 -29.8% 2 qtrs
96 MAN GROUP PLC 17.9K -138.9K (-88.6%) 650.3K -7.5M (-92.0%) 0.03% -0.253 pp 0.00% -0.013 pp USD51.70 -29.8% 2 qtrs
97 DIAMETRIC CAPITAL, LP 17.9K -43.0K (-70.6%) 649.1K -2.5M (-79.4%) 0.03% -0.078 pp 0.17% -0.993 pp USD49.82 -27.1% 33 qtrs
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17.3K +17.3K (+100.0%) 628.0K +628.0K (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD36.30 +0.0% 3 qtrs
99 AQR CAPITAL MANAGEMENT LLC 17.1K +5.0K (+41.8%) 621.6K -2.8K (-0.5%) 0.03% +0.009 pp 0.00% 0.000 pp USD46.35 -21.7% 19 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 68 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Acquirers Small and Micro Deep Value ETF DEEP 1.05% 287.9K 0.80%
2 Applied Finance IVS US SMID ETF IVSS 0.35% 45.0K 0.59%
3 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.21% 545.3K 0.12%
4 BondBloxx B Rated USD High Yield Corporate Bond ETF XB 0.16% 93.4K 0.30%
5 First Trust Small Cap Core AlphaDEX Fund FYX 0.13% 1.70M 0.58%
6 U.S. Micro Cap Portfolio ETF DFMC 0.11% 8.44M 0.43%
7 Schwab Fundamental U.S. Small Company Index ETF FNDA 0.10% 9.12M 0.25%
8 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.07% 1.40M 0.33%
9 Vanguard S&P Small-Cap 600 Growth ETF VIOG 0.07% 675.4K 0.10%
10 State Street SPDR S&P 600 Small Cap Growth ETF SLYG 0.07% 3.47M 0.15%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.60
Neutral
Ratio by volume
3.00
Bullish
Buys
3
Sells
5
Shares acquired
7.2K
Shares disposed
1.6K
Cash buys
Cash sales
Net activity
+5,535
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-29 Swanson Marc Officer F-InKind D Common Stock 364 34.36 12.5K 390,728 D
2026-04-29 Miller Kyle Robert Officer F-InKind D Common Stock 43 34.36 1.5K 39,495 D
2026-04-29 Forrester James W Jr Officer F-InKind D Common Stock 79 34.36 2.7K 26,638 D
2026-04-29 Dold Christopher Officer F-InKind D Common Stock 83 34.36 2.9K 52,062 D
2026-04-29 Connelly Kevin M. Officer F-InKind D Common Stock 45 34.36 1.5K 4,923 D
2026-03-31 Schaefer Kimberly Director A-Award A Common Stock 627 0.00 36,921 D
2026-03-31 Lipman Nathaniel Director A-Award A Common Stock 313 0.00 14,705 D
2026-03-31 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 2,751 0.00 98,652 I
2026-03-31 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 2,751 0.00 98,652 I
2026-03-31 Hartnett Timothy Director A-Award A Common Stock 2,751 0.00 74,153 D
2026-03-31 Gray William Director A-Award A Common Stock 1,901 0.00 77,436 D
2026-03-31 CHAMBERS JAMES P. Director A-Award A Common Stock 1,659 0.00 59,056 D
2026-03-06 Kelly Thomas Brian Officer A-Award A Common Stock 47,169 0.00 47,169 D
2026-03-05 Miller Kyle Robert Officer F-InKind D Common Stock 350 35.17 12.3K 39,393 D
2026-03-05 Forrester James W Jr Officer F-InKind D Common Stock 350 35.17 12.3K 26,375 D
2026-03-05 Dold Christopher Officer F-InKind D Common Stock 140 35.17 4.9K 51,866 D
2026-03-02 Miller Kyle Robert Officer F-InKind D Common Stock 457 33.92 15.5K 39,743 D
2026-03-02 Forrester James W Jr Officer F-InKind D Common Stock 329 33.92 11.2K 26,802 D
2026-01-01 Kelly Thomas Brian 0 0.00 0
2025-12-31 Taylor George Anthony Officer F-InKind D Common Stock 5,751 36.30 208.8K 95,661 D
2025-12-31 Swanson Marc Officer F-InKind D Common Stock 5,597 36.30 203.2K 390,109 D
2025-12-31 Surrett Byron Officer F-InKind D Common Stock 1,922 36.30 69.8K 46,136 D
2025-12-31 Schaefer Kimberly Director A-Award A Common Stock 704 0.00 36,294 D
2025-12-31 Narang Neha Jogani Director A-Award A Common Stock 1,254 0.00 51,142 D
2025-12-31 Lipman Nathaniel Director A-Award A Common Stock 266 0.00 14,392 D
2025-12-31 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 2,578 0.00 95,901 I
2025-12-31 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 2,578 0.00 95,901 I
2025-12-31 Hartnett Timothy Director A-Award A Common Stock 2,578 0.00 71,402 D
2025-12-31 Gray William Director A-Award A Common Stock 1,787 0.00 75,535 D
2025-12-31 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 1,409 0.00 57,397 D
2025-12-29 Dalal Aayushi Director J-Other D Common Stock, par value $0.01 6,605 0.00 0 D
2025-12-15 Swanson Marc Officer A-Award A Common Stock 113,765 0.00 395,706 D
2025-12-15 Forrester James W Jr Officer A-Award A Common Stock 15,984 0.00 27,131 D
2025-12-15 Finazzo Christopher L. Officer S-Sale D Common Stock 7,200 35.12 252.9K 138,285 D
2025-11-11 Taylor George Anthony Officer A-Award A Employee Stock Option (right to buy) 1,186 34.33 40.7K 1,186 D
2025-11-11 Swanson Marc Officer A-Award A Employee Stock Option (right to buy) 3,932 34.33 135.0K 3,932 D
2025-11-11 Surrett Byron Officer A-Award A Employee Stock Option (right to buy) 819 34.33 28.1K 819 D
2025-11-11 Miller Kyle Robert Officer A-Award A Employee Stock Option (right to buy) 819 34.33 28.1K 819 D
2025-11-11 Mikolaichik James Officer F-InKind D Common Stock 2,145 34.33 73.6K 72,406 D
2025-11-11 Forrester James W Jr Officer A-Award A Employee Stock Option (right to buy) 933 34.33 32.0K 933 D
2025-11-11 Finazzo Christopher L. Officer A-Award A Employee Stock Option (right to buy) 1,747 34.33 60.0K 1,747 D
2025-11-11 Dold Christopher Officer A-Award A Employee Stock Option (right to buy) 983 34.33 33.7K 983 D
2025-11-11 Connelly Kevin M. Officer A-Award A Employee Stock Option (right to buy) 353 34.33 12.1K 353 D
2025-11-10 Taylor George Anthony Officer A-Award A Common Stock 15,786 0.00 101,412 D
2025-11-10 Surrett Byron Officer A-Award A Common Stock 28,702 0.00 48,058 D
2025-11-10 Miller Kyle Robert Officer A-Award A Common Stock 28,702 0.00 40,200 D
2025-11-10 Finazzo Christopher L. Officer A-Award A Common Stock 28,702 0.00 145,485 D
2025-11-10 Dold Christopher Officer A-Award A Common Stock 18,656 0.00 52,006 D
2025-11-05 Mikolaichik James Officer F-InKind D Common Stock 1,716 45.46 78.0K 74,551 D
2025-09-30 Schaefer Kimberly Director A-Award A Common Stock 486 0.00 35,590 D
2025-09-30 Narang Neha Jogani Director A-Award A Common Stock 1,068 0.00 48,823 D
2025-09-30 Lipman Nathaniel Director A-Award A Common Stock 326 0.00 14,126 D
2025-09-30 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 1,781 52.62 93.7K 93,323 I
2025-09-30 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 1,781 52.62 93.7K 93,323 I
2025-09-30 Hartnett Timothy Director A-Award A Common Stock 2,399 0.00 68,824 D
2025-09-30 Gray William Director A-Award A Common Stock 1,567 0.00 73,748 D
2025-09-30 Dalal Aayushi Director A-Award A Common Stock, par value $0.01 522 52.62 27.5K 6,605 D
2025-09-30 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 973 52.62 51.2K 55,988 D
2025-08-19 Connelly Kevin M. Officer A-Award A Common Stock 4,878 0.00 4,878 D
2025-08-18 Connelly Kevin M. 0 0.00 0
2025-08-12 Finazzo Christopher L. Officer F-InKind D Common Stock 2,993 50.24 150.4K 116,783 D
2025-08-11 Schaefer Kimberly Director A-Award A Common Stock 617 0.00 35,504 D
2025-08-11 Narang Neha Jogani Director A-Award A Common Stock 617 0.00 47,755 D
2025-08-11 Maruyama Yoshikazu Director A-Award A Common Stock 617 0.00 47,741 D
2025-08-11 MOLONEY THOMAS E Director A-Award A Common Stock 617 0.00 80,995 D
2025-08-11 Lipman Nathaniel Director A-Award A Common Stock 617 0.00 13,800 D
2025-08-11 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 617 50.39 31.1K 91,542 I
2025-08-11 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 617 50.39 31.1K 91,542 I
2025-08-11 Hartnett Timothy Director A-Award A Common Stock 617 0.00 66,425 D
2025-08-11 Gray William Director A-Award A Common Stock 617 0.00 72,181 D
2025-08-11 Dalal Aayushi Director A-Award A Common Stock, par value $0.01 617 50.39 31.1K 6,083 D
2025-08-11 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 617 50.39 31.1K 55,015 D
2025-06-30 Schaefer Kimberly Director A-Award A Common Stock 541 0.00 34,887 D
2025-06-30 Narang Neha Jogani Director A-Award A Common Stock 950 0.00 47,138 D
2025-06-30 Lipman Nathaniel Director A-Award A Common Stock 204 0.00 13,183 D
2025-06-30 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 1,980 47.33 93.7K 90,925 I
2025-06-30 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 1,980 47.33 93.7K 90,925 I
2025-06-30 Hartnett Timothy Director A-Award A Common Stock 2,165 0.00 65,808 D
2025-06-30 Gray William Director A-Award A Common Stock 1,505 0.00 71,564 D
2025-06-30 Dalal Aayushi Director A-Award A Common Stock, par value $0.01 108 47.33 5.1K 5,466 D
2025-06-30 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 1,082 47.33 51.2K 54,398 D
2025-06-13 Schaefer Kimberly Director A-Award A Common Stock 5,358 41.06 220.0K 34,346 D
2025-06-13 Narang Neha Jogani Director A-Award A Common Stock 5,358 41.06 220.0K 46,188 D
2025-06-13 Maruyama Yoshikazu Director A-Award A Common Stock 5,358 41.06 220.0K 47,124 D
2025-06-13 MOLONEY THOMAS E Director A-Award A Common Stock 5,358 41.06 220.0K 80,378 D
2025-06-13 Lipman Nathaniel Director A-Award A Common Stock 5,358 41.06 220.0K 12,979 D
2025-06-13 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 5,358 41.06 220.0K 88,945 I
2025-06-13 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 5,358 41.06 220.0K 88,945 I
2025-06-13 Hartnett Timothy Director A-Award A Common Stock 5,358 41.06 220.0K 63,643 D
2025-06-13 Gray William Director A-Award A Common Stock 5,358 41.06 220.0K 70,059 D
2025-06-13 Dalal Aayushi Director No securities are beneficially owned 0 0.00 0 D
2025-06-13 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 5,358 41.06 220.0K 53,316 D
2025-06-10 Surrett Byron Officer S-Sale D Common Stock 965 42.58 41.1K 19,356 D
2025-06-10 Finazzo Christopher L. Officer S-Sale D Common Stock 9,598 43.18 414.4K 119,776 D
2025-05-14 Surrett Byron Officer A-Award A Common Stock 4,950 0.00 20,021 D
2025-05-09 Surrett Byron Officer F-InKind D Common Stock 263 47.18 12.4K 15,071 D
2025-05-09 Miller Kyle Robert Officer F-InKind D Common Stock 263 47.18 12.4K 11,498 D
2025-04-29 Taylor George Anthony Officer F-InKind D Common Stock 69 43.86 3.0K 85,626 D
2025-04-29 Swanson Marc Officer F-InKind D Common Stock 51 43.86 2.2K 168,179 D
2025-04-29 Surrett Byron Officer A-Award A Common Stock 202 0.00 15,384 D
2025-04-29 Myers William Earnest Officer F-InKind D Common Stock 16 43.86 701.76 5,318 D
2025-04-29 Finazzo Christopher L. Officer F-InKind D Common Stock 44 43.86 1.9K 129,374 D
2025-04-29 Dold Christopher Officer A-Award A Common Stock 405 0.00 33,471 D
2025-04-14 Surrett Byron Officer F-InKind D Common Stock 358 49.65 17.8K 15,532 D
2025-04-14 Miller Kyle Robert Officer F-InKind D Common Stock 350 49.65 17.4K 11,761 D
2025-04-14 Dold Christopher Officer F-InKind D Common Stock 176 49.65 8.7K 33,066 D
2025-03-31 Schaefer Kimberly Director A-Award A Common Stock 553 46.30 25.6K 28,988 D
2025-03-31 Narang Neha Jogani Director A-Award A Common Stock 971 46.30 45.0K 40,830 D
2025-03-31 Lipman Nathaniel Director A-Award A Common Stock 209 46.30 9.7K 7,621 D
2025-03-31 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 2,024 0.00 83,587 I
2025-03-31 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 2,024 0.00 83,587 I
2025-03-31 Hartnett Timothy Director A-Award A Common Stock 2,213 46.30 102.5K 58,285 D
2025-03-31 Gray William Director A-Award A Common Stock 1,538 46.30 71.2K 64,701 D
2025-03-31 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 1,106 0.00 47,958 D
2025-03-31 BENSION RONALD Director A-Award A Common Stock 1,106 46.30 51.2K 63,936 D
2025-03-10 Surrett Byron Officer S-Sale D Common Stock 7,008 48.90 342.7K 15,890 D
2025-03-02 Miller Kyle Robert Officer F-InKind D Common Stock 457 50.50 23.1K 12,111 D
2025-02-28 Finazzo Christopher L. Officer F-InKind D Common Stock 3,200 50.50 161.6K 129,239 D
2024-12-31 Schaefer Kimberly Director A-Award A Common Stock 458 0.00 28,435 D
2024-12-31 Narang Neha Jogani Director A-Award A Common Stock 804 0.00 39,859 D
2024-12-31 Lipman Nathaniel Director A-Award A Common Stock 346 0.00 7,412 D
2024-12-31 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 1,676 0.00 81,563 I
2024-12-31 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 1,676 0.00 81,563 I
2024-12-31 Hartnett Timothy Director A-Award A Common Stock 1,833 0.00 56,072 D
2024-12-31 Gray William Director A-Award A Common Stock 1,274 55.91 71.2K 63,163 D
2024-12-31 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 916 0.00 46,852 D
2024-12-31 BENSION RONALD Director A-Award A Common Stock 916 55.91 51.2K 62,830 D
2024-12-13 Finazzo Christopher L. Officer S-Sale D Common Stock 13,000 55.62 723.1K 132,439 D
2024-11-18 Mikolaichik James Officer A-Award A Employee Stock Option (right to buy) 23,800 56.44 1.34M 23,800 D
2024-11-11 Surrett Byron Officer A-Award A Common Stock 4,402 0.00 18,058 D
2024-11-11 Schaefer Kimberly Director A-Award A Common Stock 219 0.00 27,977 D
2024-11-11 Rady Michael Officer A-Award A Employee Stock Option (right to buy) 2,641 56.78 150.0K 2,641 D
2024-11-11 Narang Neha Jogani Director A-Award A Common Stock 365 0.00 39,055 D
2024-11-11 Myers William Earnest Officer A-Award A Employee Stock Option (right to buy) 1,233 56.78 70.0K 1,233 D
2024-11-11 Mikolaichik James Officer A-Award A Emploee Stock Option (right to buy) 2,466 56.78 140.0K 2,466 D
2024-11-11 Lipman Nathaniel Director A-Award A Common Stock 146 0.00 7,066 D
2024-11-11 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 658 0.00 79,887 I
2024-11-11 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 658 0.00 79,887 I
2024-11-11 Hartnett Timothy Director A-Award A Common Stock 731 0.00 54,239 D
2024-11-11 Gray William Director A-Award A Common Stock 658 0.00 61,889 D
2024-11-11 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 438 0.00 45,936 D
2024-11-11 BENSION RONALD Director A-Award A Common Stock 438 0.00 61,914 D
2024-10-07 Rady Michael 0 0.00 0
2024-10-07 Myers William Earnest 0 0.00 0
2024-09-30 Schaefer Kimberly Director A-Award A Common Stock 427 0.00 27,758 D
2024-09-30 Narang Neha Jogani Director A-Award A Common Stock 755 0.00 38,690 D
2024-09-30 Lipman Nathaniel Director A-Award A Common Stock 329 0.00 6,920 D
2024-09-30 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 1,609 0.00 79,229 I
2024-09-30 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 1,609 0.00 79,229 I
2024-09-30 Hartnett Timothy Director A-Award A Common Stock 1,755 0.00 53,508 D
2024-09-30 Gray William Director A-Award A Common Stock 1,170 0.00 61,231 D
2024-09-30 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 853 0.00 45,498 D
2024-09-30 BENSION RONALD Director A-Award A Common Stock 853 0.00 61,476 D
2024-09-05 Taylor George Anthony Officer S-Sale D Common Stock 23,837 52.94 1.26M 85,463
2024-09-03 Maruyama Yoshikazu Director S-Sale D Common Stock 12,984 50.07 650.1K 41,766
2024-08-27 Maxwell Jayson Officer S-Sale D Common Stock 545 49.44 26.9K 722
2024-08-26 Maruyama Yoshikazu Director D-Return D Common Stock 1,016 50.01 50.8K 54,750
2024-08-23 Schaefer Kimberly Director A-Award A Common Stock 410 0.00 27,331
2024-08-23 Narang Neha Jogani Director A-Award A Common Stock 410 0.00 37,935
2024-08-23 Maruyama Yoshikazu Director A-Award A Common Stock 410 0.00 55,766
2024-08-23 MOLONEY THOMAS E Director A-Award A Common Stock 410 0.00 75,020
2024-08-23 Lipman Nathaniel Director A-Award A Common Stock 410 0.00 6,591
2024-08-23 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 410 0.00 77,620
2024-08-23 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 410 0.00 77,620
2024-08-23 Hartnett Timothy Director A-Award A Common Stock 410 0.00 51,753
2024-08-23 Gray William Director A-Award A Common Stock 410 0.00 60,061
2024-08-23 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 410 0.00 44,645
2024-08-23 BENSION RONALD Director A-Award A Common Stock 410 0.00 59,818
2024-08-12 Finazzo Christopher L. Officer F-InKind D Common Stock 2,993 47.25 141.4K 145,439
2024-06-30 Schaefer Kimberly Director A-Award A Common Stock 402 0.00 26,921
2024-06-30 Narang Neha Jogani Director A-Award A Common Stock 713 0.00 37,525
2024-06-30 Lipman Nathaniel Director A-Award A Common Stock 310 0.00 6,181
2024-06-30 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 1,519 0.00 77,210
2024-06-30 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 1,519 0.00 77,210
2024-06-30 Hartnett Timothy Director A-Award A Common Stock 1,657 0.00 51,343
2024-06-30 Gray William Director A-Award A Common Stock 1,104 0.00 59,651
2024-06-30 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 805 0.00 44,235
2024-06-30 BENSION RONALD Director A-Award A Common Stock 805 0.00 60,213
2024-06-13 Schaefer Kimberly Director A-Award A Common Stock 3,884 0.00 26,519
2024-06-13 Narang Neha Jogani Director A-Award A Common Stock 3,884 0.00 36,812
2024-06-13 Maruyama Yoshikazu Director A-Award A Common Stock 3,884 0.00 55,356
2024-06-13 MOLONEY THOMAS E Director A-Award A Common Stock 3,884 0.00 74,610
2024-06-13 Lipman Nathaniel Director A-Award A Common Stock 3,884 0.00 5,871
2024-06-13 Hill Path Capital Partners LP 10% Owner A-Award A Common Stock 3,884 0.00 75,691
2024-06-13 Hill Path Capital Partners Co-Investment S LP 10% Owner A-Award A Common Stock 3,884 0.00 75,691
2024-06-13 Hartnett Timothy Director A-Award A Common Stock 3,884 0.00 49,686
2024-06-13 Gray William Director A-Award A Common Stock 3,884 0.00 58,547
2024-06-13 CHAMBERS JAMES P. Director A-Award A Common Stock, par value $0.01 3,884 0.00 43,430
2024-06-13 BENSION RONALD Director A-Award A Common Stock 3,884 0.00 59,408
2024-06-06 Dold Christopher Officer S-Sale D Common Stock 32,518 51.54 1.68M 33,242
2024-05-15 Taylor George Anthony Officer A-Award A Employee Stock option (right to buy) 2,552 53.18 135.7K 2,552
2024-05-15 Swanson Marc Officer A-Award A Employee Stock option (right to buy) 8,461 53.18 450.0K 8,461
2024-05-15 Surrett Byron Officer A-Award A Employee Stock option (right to buy) 1,762 53.18 93.7K 1,762
2024-05-15 Miller Kyle Robert Officer S-Sale D Common Stock 1,000 54.44 54.4K 35,735
2024-05-15 Maxwell Jayson Officer A-Award A Employee Stock option (right to buy) 423 53.18 22.5K 423
2024-05-15 Forrester James W Jr Officer A-Award A Employee Stock option (right to buy) 2,009 53.18 106.8K 2,009
2024-05-15 Finazzo Christopher L. Officer A-Award A Employee Stock option (right to buy) 3,760 53.18 200.0K 3,760
2024-05-15 Dold Christopher Officer A-Award A Employee Stock option (right to buy) 2,115 53.18 112.5K 2,115
2024-05-15 Boyle Shekufeh Officer A-Award A Employee Stock option (right to buy) 1,034 53.18 55.0K 1,034
2024-05-14 Surrett Byron Officer S-Sale D Common Stock 1,424 54.54 77.7K 13,656

Executive team

Top executives
EBIT / Employee
109.3K
Shares Outstanding
48.63M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-08-19 DEF 14A
2025-08-08 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 4
2026-05-01 3
2026-04-30 DEFA14A

Executive team

NameTitleCompensationGender
Marc G. Swanson Chief Executive Officer 466.0K male
Christopher Finazzo Chief Commercial Officer 409.4K male
Thomas Kelly Chief Legal Officer, General Counsel & Corporate Secretary 403.9K male
Christopher Dold Chief Zoological Officer 335.6K
James W. Forrester Interim Chief Financial Officer & Treasurer 323.8K male
Kyle R. Miller Chief Parks Operations Officer of Florida Parks 283.8K male
Kevin Connelly Chief Accounting Officer male
Jon Peterson Park President of SeaWorld Orlando
Bradley Gilmour Park President of Aquatica Orlando & Discovery Cove male
Matthew V. Stroud Vice President of Investor Relations male
Mike Denninger Senior Vice President of Attractions male
ESG Rating
B
LEISURE
Rank: 14 out of 34
2026
E (Environmental)
59.5 / 65.4
Company / Sector avg.
S (Social)
26.0 / 68.9
Company / Sector avg.
G (Governance)
57.0 / 72.3
Company / Sector avg.
ESG Total
47.5 / 68.8
Company / Sector avg.
ESG Score History LEISURE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits