Subscribe

SharkNinja, Inc. (SN)

USD150.30 +0.51 (+0.34%)
US NYSE Consumer Cyclical Furnishings, Fixtures & Appliances
Address 89 A Street 2494
Needham, MA, US
CEO Mark Barrocas
IPO 2023-07-31
CIK 1957132 ISIN KYG8068L1086

Explore sections of this company profile

Description

SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally. It offers cleaning appliances, including corded and cordless vacuums, such as handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction; fans, coolers, frozen drink appliances, propane grills, and fire pits; and cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, carbonation, cookware, cutlery, kettles, and toasters and bakeware products. The company also provides food preparation appliances, which include blenders, food processors, ice cream makers, juicers, and frozen drink appliances and coolers; haircare and skincare beauty appliances, as well as home environment products comprising air purifiers and fans. It sells its products through traditional brick-and-mortar retail channels and e-commerce channels, distributors, and direct-to-consumer channels under Shark and Ninja brands. SharkNinja, Inc. was incorporated in 2017 and is headquartered in Needham, Massachusetts.

News Sentiment (7d)
63 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD150.30 +0.51 (+0.34%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
1.31
Float Shares
83.54M
Free Float %
59.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.74% -7.15% -6.59% -16.69% +14.42% -3.94% +8.59% +154.05% +154.05% +154.05% +154.05%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (9 ratings, all time) Buy
Price Targets & DCF
Current price
150.30
Low 128.00 -14.8%
Consensus 154.00 +2.5%
Median 145.00 -3.5%
High 200.00 +33.1%
DCF (Unlevered) 39.14 -74.0%
DCF (Levered) 45.23 -69.9%

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

Ratings Trend (MoM) 92% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 10 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
161.00
+7.1%
Last Quarter 7
154.86
+3.0%
Last Year 13
145.46
-3.2%
All Time 19
132.55
-11.8%
Quality scores
Altman Z-Score
7.08
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Furnishings, Fixtures & Appliances: +2.7%
    +15.8% Q1'26: +15.6% (vs Q1'25)
  • EPS growth Furnishings, Fixtures & Appliances: +4.0%
    +58.8% Q1'26: +2.4% (vs Q1'25)
  • FCF margin FCF growth · Furnishings, Fixtures & Appliances: +24.2%
    +5.7% Q1'26: -13.5% (vs Q1'25)
  • EBIT margin Furnishings, Fixtures & Appliances: +6.9%
    +14.8% Q1'26: +11.6% (vs Q1'25)
  • ROIC Furnishings, Fixtures & Appliances: +6.4%
    +26.4% Q1'26: +17.4% (vs Q1'25)
  • Share dilution Furnishings, Fixtures & Appliances: +0.1%
    +0.7% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Furnishings, Fixtures & Appliances: -0.16×
    0.83× Q1'26: 1.06× (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 (1.33) × ERP
WACC = 95% × Ke + 5% × Kd (5.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 39.62 Current price: 150.30
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 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
10 Rev. Ana.
8 EPS Ana.
Dec 2027
10 Rev. Ana.
7 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
3.72B
est: 3.94B (-5.5%)
4.25B
est: 4.76B (-10.7%)
5.53B
est: 5.38B (+2.8%)
6.40B
est: 6.39B (+0.2%)
7.22B
7.20B – 7.26B
+13.1% YoY
8.00B
7.92B – 8.10B
+10.8% YoY
8.78B
8.78B – 8.78B
+9.8% YoY
9.13B
9.02B – 9.38B
+4.0% YoY
9.86B
9.74B – 10.13B
+8.0% YoY
EBITDA
415.71M
est: 539.06M (-22.9%)
441.96M
est: 628.42M (-29.7%)
759.29M
est: 709.36M (+7.0%)
1.09B
est: 842.57M (+29.2%)
952.74M
950.08M – 958.07M
+13.1% YoY
1.06B
1.04B – 1.07B
+10.8% YoY
1.16B
1.16B – 1.16B
+9.8% YoY
1.20B
1.19B – 1.24B
+4.0% YoY
1.30B
1.29B – 1.34B
+8.0% YoY
EBIT
329.01M
est: 445.14M (-26.1%)
338.14M
est: 520.97M (-35.1%)
636.18M
est: 588.07M (+8.2%)
948.88M
est: 698.50M (+35.8%)
789.83M
787.63M – 794.25M
+13.1% YoY
875.08M
866.20M – 886.19M
+10.8% YoY
960.54M
960.54M – 960.54M
+9.8% YoY
998.94M
986.84M – 1.03B
+4.0% YoY
1.08B
1.07B – 1.11B
+8.0% YoY
Net Income
232.35M
est: 641.50B (-100.0%)
167.08M
est: 252.89M (-33.9%)
438.71M
est: 605.30M (-27.5%)
701.37M
est: 732.20M (-4.2%)
872.79M
863.39M – 882.19M
+19.2% YoY
964.77M
950.66M – 1.03B
+10.5% YoY
1.12B
1.09B – 1.16B
+15.7% YoY
1.30B
1.28B – 1.34B
+16.3% YoY
1.46B
1.44B – 1.52B
+12.8% YoY
SGA
873.16M
est: 1.01B (-13.5%)
1.28B
est: 1.28B (+0.4%)
1.68B
est: 1.44B (+16.1%)
1.85B
est: 1.72B (+7.7%)
1.94B
1.93B – 1.95B
+13.1% YoY
2.15B
2.13B – 2.18B
+10.8% YoY
2.36B
2.36B – 2.36B
+9.8% YoY
2.45B
2.42B – 2.52B
+4.0% YoY
2.65B
2.62B – 2.72B
+8.0% YoY
EPS
1.67
est: 4,519.60 (-100.0%)
1.20
est: 1.76 (-31.9%)
3.14
est: 4.26 (-26.3%)
4.97
est: 5.15 (-3.6%)
6.13
6.08 – 6.21
+18.9% YoY
6.98
6.69 – 7.22
+14.0% YoY
7.84
7.68 – 8.13
+12.2% YoY
9.14
9.00 – 9.46
+16.7% YoY
10.31
10.15 – 10.67
+12.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Canaccord Genuity Buy Buy Maintain
2026-04-17 JP Morgan Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-23 B+ 3/5 2/5 5/5 5/5 2/5 3/5 1/5
2026-04-22 B+ 3/5 2/5 5/5 5/5 2/5 3/5 1/5
2026-04-21 B 3/5 2/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B 3/5 2/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-15 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
356.77M
OE per share TTM
2.51
Owner's Yield
2.18%
Maintenance CapEx ratio
79.40%
Maint CapEx / Avg PPE
5.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
116
Total invested
292.80M
Insider transactions (90d)
1
Beneficial owners (>5%)
3
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 CJ Xuning Wang 76.06M 54.70% 1.86M 74.20M 1.86M 74.20M IN Hong Kong, the People’s Republic of China 2024-02-08
2 Abigail P. Johnson 10.31M 7.37% 10.31M IN Delaware 2024-11-12
3 FMR LLC 10.31M 7.37% 10.22M 10.31M HC Delaware 2024-11-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
116
-340 vs prev Q
New positions
28
Closed positions
345
Increased
69
Reduced
31
Put/Call ratio
0.00
Calls held
100.00
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FMR LLC 20.93M +311.3K (+1.5%) 2.34B +215.3M (+10.1%) 14.85% +0.227 pp 0.12% +0.009 pp USD87.92 +27.3% 10 qtrs
2 HIGHTOWER ADVISORS, LLC 6.33M -1.9K (0.0%) 708.08M +55.2M (+8.5%) 4.48% -0.004 pp 0.77% +0.033 pp USD62.99 +77.6% 10 qtrs
3 FIL LTD 2.27M +48.2K (+2.2%) 253.84M +24.8M (+10.8%) 1.61% +0.035 pp 0.19% +0.010 pp USD97.82 +14.4% 5 qtrs
4 UBS GROUP AG 2.06M +310.6K (+17.8%) 230.50M +50.1M (+27.7%) 1.46% +0.219 pp 0.04% +0.009 pp USD99.50 +12.5% 10 qtrs
5 BAILLIE GIFFORD & CO 1.99M -52.4K (-2.6%) 222.53M +12.0M (+5.7%) 1.41% -0.038 pp 0.18% +0.029 pp USD105.52 +6.0% 7 qtrs
6 BLACKROCK, INC. 1.93M +40.8K (+2.2%) 216.37M +21.1M (+10.8%) 1.37% +0.028 pp 0.00% +0.000 pp USD106.07 +5.5% 6 qtrs
7 ALLIANCEBERNSTEIN L.P. 1.53M +19.1K (+1.3%) 171.53M +15.4M (+9.9%) 1.09% +0.013 pp 0.05% +0.005 pp USD69.98 +59.9% 10 qtrs
8 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.24M -145.1K (-10.5%) 138.34M -4.2M (-2.9%) 0.88% -0.103 pp 0.39% +0.017 pp USD81.40 +37.5% 7 qtrs
9 ABRAMS BISON INVESTMENTS, LLC 1.23M -67.0K (-5.2%) 137.41M +3.8M (+2.9%) 0.87% -0.047 pp 10.19% -0.284 pp USD69.59 +60.8% 8 qtrs
10 THIRD POINT LLC 1.20M -600.0K (-33.3%) 134.28M -51.4M (-27.7%) 0.85% -0.426 pp 1.85% -0.220 pp USD95.62 +17.0% 4 qtrs
11 PARSIFAL CAPITAL MANAGEMENT, LP 1.20M +116.3K (+10.7%) 134.27M +22.5M (+20.1%) 0.85% +0.083 pp 11.01% +0.611 pp USD55.87 +100.3% 10 qtrs
12 ALUA CAPITAL MANAGEMENT LP 1.18M -155.6K (-11.7%) 131.80M -5.7M (-4.2%) 0.83% -0.111 pp 9.77% +0.273 pp USD68.40 +63.6% 9 qtrs
13 MORGAN STANLEY 1.08M +709.5K (+191.3%) 120.89M +82.6M (+216.0%) 0.77% +0.503 pp 0.01% +0.005 pp USD94.50 +18.4% 10 qtrs
14 DIMENSIONAL FUND ADVISORS LP 1.07M +129.2K (+13.7%) 119.85M +22.7M (+23.3%) 0.76% +0.091 pp 0.03% +0.004 pp USD70.31 +59.2% 10 qtrs
15 GREENVALE CAPITAL LLP 1.04M -217.7K (-17.3%) 116.57M -13.3M (-10.3%) 0.74% -0.154 pp 10.61% +0.384 pp USD94.39 +18.6% 5 qtrs
16 DORSAL CAPITAL MANAGEMENT, LLC 1.00M +25.0K (+2.6%) 111.90M +11.3M (+11.3%) 0.71% +0.017 pp 3.89% +1.205 pp USD88.88 +25.9% 5 qtrs
17 GILDER GAGNON HOWE & CO LLC 990.6K -25.6K (-2.5%) 110.85M +6.0M (+5.8%) 0.70% -0.019 pp 1.17% +0.102 pp USD92.02 +21.6% 6 qtrs
18 AMERIPRISE FINANCIAL INC 965.5K +370.2K (+62.2%) 108.04M +46.6M (+75.9%) 0.68% +0.263 pp 0.02% +0.010 pp USD105.30 +6.3% 6 qtrs
19 VOSS CAPITAL, LLC 959.0K +411.5K (+75.2%) 107.31M +50.8M (+90.0%) 0.68% +0.292 pp 5.15% +2.416 pp USD101.90 +9.8% 4 qtrs
20 WESTFIELD CAPITAL MANAGEMENT CO LP 840.1K -562.2K (-40.1%) 94.00M -50.6M (-35.0%) 0.60% -0.398 pp 0.39% -0.215 pp USD106.04 +5.5% 6 qtrs
21 GOLDMAN SACHS GROUP INC 795.7K +412.0K (+107.4%) 89.04M +49.5M (+125.0%) 0.56% +0.292 pp 0.01% +0.006 pp USD94.82 +18.0% 10 qtrs
22 STATE STREET CORP 787.1K +10.2K (+1.3%) 88.07M +7.9M (+9.9%) 0.56% +0.007 pp 0.00% +0.000 pp USD85.63 +30.7% 7 qtrs
23 MUNRO PARTNERS 784.6K +752.8K (+2,371.9%) 87.80M +84.5M (+2,581.6%) 0.56% +0.533 pp 2.28% +2.192 pp USD111.55 +0.3% 9 qtrs
24 WCM INVESTMENT MANAGEMENT, LLC 760.5K +99.0K (+15.0%) 86.47M +16.2M (+23.1%) 0.54% +0.070 pp 0.18% +0.032 pp USD102.40 +9.3% 6 qtrs
25 DIVISADERO STREET CAPITAL MANAGEMENT, LP 769.2K -5.2K (-0.7%) 86.07M +6.2M (+7.7%) 0.55% -0.004 pp 4.03% +0.540 pp USD94.13 +18.9% 10 qtrs
26 BLUE GROTTO CAPITAL, LLC 705.6K +295.1K (+71.9%) 78.95M +36.6M (+86.5%) 0.50% +0.209 pp 8.11% +3.203 pp USD105.33 +6.2% 3 qtrs
27 ALYESKA INVESTMENT GROUP, L.P. 541.4K +416.4K (+333.1%) 60.59M +47.7M (+369.9%) 0.38% +0.295 pp 0.17% +0.132 pp USD108.92 +2.7% 3 qtrs
28 EVERCORE WEALTH MANAGEMENT, LLC 537.7K +537.7K (+100.0%) 60.16M +60.2M (+100.0%) 0.38% +0.381 pp 0.88% +0.882 pp USD111.90 +0.0% 1 qtrs NEW
29 OBERWEIS ASSET MANAGEMENT INC/ 526.3K +43.5K (+9.0%) 58.89M +9.1M (+18.3%) 0.37% +0.031 pp 2.15% +0.247 pp USD78.65 +42.3% 8 qtrs
30 GEODE CAPITAL MANAGEMENT, LLC 518.8K +8.9K (+1.7%) 58.06M +5.5M (+10.4%) 0.37% +0.006 pp 0.00% +0.000 pp USD83.71 +33.7% 7 qtrs
31 SHELLBACK CAPITAL, LP 504.3K +285.5K (+130.5%) 56.43M +33.9M (+150.1%) 0.36% +0.203 pp 5.38% +3.955 pp USD93.85 +19.2% 10 qtrs
32 POINT72 ASSET MANAGEMENT, L.P. 497.4K +202.2K (+68.5%) 55.66M +25.2M (+82.8%) 0.35% +0.144 pp 0.06% +0.011 pp USD106.71 +4.9% 2 qtrs
33 BANK OF AMERICA CORP /DE/ 475.0K +264.9K (+126.0%) 53.15M +31.5M (+145.2%) 0.34% +0.188 pp 0.00% +0.002 pp USD100.18 +11.7% 10 qtrs
34 CI INVESTMENTS INC. 459.8K +459.6K (+172,766.9%) 51.45M +51.4M (+190,472.3%) 0.33% +0.326 pp 0.23% +0.225 pp USD111.87 +0.0% 9 qtrs
35 DISCIPLINED GROWTH INVESTORS INC /MN 455.6K +7.9K (+1.8%) 50.98M +4.8M (+10.4%) 0.32% +0.005 pp 0.98% +0.139 pp USD99.21 +12.8% 3 qtrs
36 CLAL INSURANCE ENTERPRISES HOLDINGS LTD 438.0K +438.0K (+100.0%) 49.01M +49.0M (+100.0%) 0.31% +0.310 pp 0.32% +0.316 pp USD111.90 +0.0% 1 qtrs NEW
37 ANOMALY CAPITAL MANAGEMENT, LP 424.8K -266.0K (-38.5%) 47.53M -23.7M (-33.3%) 0.30% -0.189 pp 1.71% -0.387 pp USD103.15 +8.5% 2 qtrs
38 MILESTONE RESOURCES GROUP LTD 415.2K +— (+0.0%) 46.46M +3.6M (+8.5%) 0.29% +0.000 pp 2.28% +0.126 pp USD100.23 +11.6% 6 qtrs
39 HOOK MILL CAPITAL PARTNERS, LP 406.0K +128.1K (+46.1%) 45.43M +16.8M (+58.5%) 0.29% +0.091 pp 4.28% +1.658 pp USD95.92 +16.7% 4 qtrs
40 SENATOR INVESTMENT GROUP LP 400.0K -95.9K (-19.3%) 44.76M -6.4M (-12.5%) 0.28% -0.068 pp 1.79% -0.095 pp USD103.15 +8.5% 2 qtrs
41 DEUTSCHE BANK AG\ 384.0K -164.6K (-30.0%) 42.96M -13.6M (-24.1%) 0.27% -0.117 pp 0.01% -0.005 pp USD92.84 +20.5% 7 qtrs
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 375.1K -13.6K (-3.5%) 41.97M +1.9M (+4.7%) 0.27% -0.010 pp 0.00% +0.000 pp USD87.65 +27.7% 9 qtrs
43 TYRO CAPITAL MANAGEMENT LLC 358.1K +125.5K (+53.9%) 40.07M +16.1M (+67.0%) 0.25% +0.089 pp 7.17% -1.743 pp USD98.95 +13.1% 4 qtrs
44 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 349.8K +4.6K (+1.3%) 39.83M +5.2M (+15.0%) 0.25% +0.003 pp 0.06% +0.009 pp USD102.27 +9.4% 3 qtrs
45 NEWBROOK CAPITAL ADVISORS LP 355.1K -41.1K (-10.4%) 39.74M -1.1M (-2.8%) 0.25% -0.029 pp 4.98% -0.016 pp USD81.58 +37.2% 10 qtrs
46 RAYMOND JAMES FINANCIAL INC 351.3K +2.9K (+0.8%) 39.31M +3.4M (+9.4%) 0.25% +0.002 pp 0.01% +0.001 pp USD97.72 +14.5% 5 qtrs
47 HOLOCENE ADVISORS, LP 346.2K +90.0K (+35.1%) 38.74M +12.3M (+46.6%) 0.25% +0.064 pp 0.08% +0.021 pp USD102.35 +9.3% 7 qtrs
48 NORGES BANK 319.1K +319.1K (+100.0%) 35.71M +35.7M (+100.0%) 0.23% +0.226 pp 0.00% +0.004 pp USD111.90 +0.0% 1 qtrs NEW
49 CARTENNA CAPITAL, LP 310.0K +310.0K (+100.0%) 34.69M +34.7M (+100.0%) 0.22% +0.220 pp 1.15% +1.154 pp USD111.90 +0.0% 1 qtrs NEW
50 PRICE T ROWE ASSOCIATES INC /MD/ 309.5K +44.0K (+16.6%) 34.63M +7.3M (+26.5%) 0.22% +0.031 pp 0.00% +0.001 pp USD102.54 +9.1% 6 qtrs
51 HODGES CAPITAL MANAGEMENT INC. 305.6K +47.4K (+18.4%) 34.20M +7.6M (+28.4%) 0.22% +0.034 pp 2.94% +0.660 pp USD102.34 +9.3% 7 qtrs
52 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 305.2K +65.3K (+27.2%) 34.15M +9.4M (+38.0%) 0.22% +0.046 pp 0.33% +0.109 pp USD105.02 +6.6% 2 qtrs
53 SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 289.3K -218.2K (-43.0%) 32.37M -20.0M (-38.2%) 0.21% -0.155 pp 1.44% -1.230 pp USD53.63 +108.7% 10 qtrs
54 HIGHLAND PEAK CAPITAL, LLC 278.0K -117.6K (-29.7%) 31.11M -9.7M (-23.8%) 0.20% -0.084 pp 10.24% -3.155 pp USD99.53 +12.4% 3 qtrs
55 BANK OF NEW YORK MELLON CORP 258.6K +30.5K (+13.4%) 28.93M +5.4M (+23.0%) 0.18% +0.022 pp 0.01% +0.001 pp USD80.50 +39.0% 10 qtrs
56 FEDERATED HERMES, INC. 241.2K -95.7K (-28.4%) 26.99M -7.8M (-22.3%) 0.17% -0.068 pp 0.05% -0.016 pp USD103.53 +8.1% 6 qtrs
57 MARSHALL WACE, LLP 232.2K +118.3K (+104.0%) 25.98M +14.2M (+121.3%) 0.16% +0.084 pp 0.02% +0.012 pp USD102.23 +9.5% 10 qtrs
58 ABRDN PLC 226.1K -31.1K (-12.1%) 25.30M -2.0M (-7.4%) 0.16% -0.022 pp 0.04% -0.004 pp USD81.95 +36.5% 7 qtrs
59 VOYA INVESTMENT MANAGEMENT LLC 221.1K -5.0K (-2.2%) 24.75M +1.4M (+6.1%) 0.16% -0.004 pp 0.02% +0.001 pp USD83.83 +33.5% 7 qtrs
60 VANGUARD GROUP INC 217.1K -342.0 (-0.2%) 24.30M +1.9M (+8.3%) 0.15% 0.000 pp 0.00% +0.000 pp USD79.53 +40.7% 10 qtrs
61 MAWER INVESTMENT MANAGEMENT LTD. 216.7K -28.9K (-11.8%) 24.25M -1.1M (-4.3%) 0.15% -0.020 pp 0.14% +0.004 pp USD65.59 +70.6% 10 qtrs
62 RANGER INVESTMENT MANAGEMENT, L.P. 214.3K +214.3K (+100.0%) 23.98M +24.0M (+100.0%) 0.15% +0.152 pp 1.65% +1.645 pp USD111.90 +0.0% 1 qtrs NEW
63 BRAUN STACEY ASSOCIATES INC 211.5K +3.0K (+1.4%) 23.66M +2.2M (+10.0%) 0.15% +0.002 pp 0.77% +0.063 pp USD102.60 +9.1% 6 qtrs
64 APIS CAPITAL ADVISORS, LLC 210.0K +12.4K (+6.3%) 23.50M +3.1M (+15.3%) 0.15% +0.009 pp 4.09% -0.408 pp USD75.37 +48.5% 8 qtrs
65 HARDMAN JOHNSTON GLOBAL ADVISORS LLC 206.8K -18.6K (-8.2%) 23.14M -107.1K (-0.5%) 0.15% -0.013 pp 1.10% -0.040 pp USD95.29 +17.4% 5 qtrs
66 STRS OHIO 201.8K +38.8K (+23.8%) 22.58M +5.8M (+34.3%) 0.14% +0.028 pp 0.08% +0.023 pp USD101.83 +9.9% 6 qtrs
67 BOSTON PARTNERS 201.6K +8.0K (+4.1%) 22.56M +2.6M (+13.0%) 0.14% +0.006 pp 0.02% +0.003 pp USD74.75 +49.7% 9 qtrs
68 BURKEHILL GLOBAL MANAGEMENT, LP 200.0K +— (+0.0%) 22.38M +1.8M (+8.5%) 0.14% 0.000 pp 1.47% +0.302 pp USD103.15 +8.5% 2 qtrs
69 APERTURE INVESTORS, LLC 196.4K -42.1K (-17.6%) 21.97M -2.6M (-10.7%) 0.14% -0.030 pp 2.51% -0.860 pp USD105.41 +6.2% 6 qtrs
70 JUMP FINANCIAL, LLC 195.9K +195.9K (+100.0%) 21.92M +21.9M (+100.0%) 0.14% +0.139 pp 0.27% +0.269 pp USD111.90 +0.0% 1 qtrs NEW
71 NIXON CAPITAL, LLC 191.0K +31.1K (+19.4%) 21.37M +4.9M (+29.6%) 0.14% +0.022 pp 5.64% +0.621 pp USD101.49 +10.3% 3 qtrs
72 THORNBURG INVESTMENT MANAGEMENT INC 189.0K +21.3K (+12.7%) 21.14M +3.8M (+22.2%) 0.13% +0.015 pp 0.27% +0.041 pp USD67.32 +66.2% 8 qtrs
73 FRANKLIN RESOURCES INC 183.5K +135.1K (+278.8%) 20.53M +15.5M (+310.9%) 0.13% +0.096 pp 0.01% +0.004 pp USD108.49 +3.1% 3 qtrs
74 TEACHER RETIREMENT SYSTEM OF TEXAS 181.8K +35.0K (+23.8%) 20.34M +5.2M (+34.3%) 0.13% +0.025 pp 0.07% +0.010 pp USD103.16 +8.5% 6 qtrs
75 WOLF HILL CAPITAL MANAGEMENT, LP 177.3K -489.6K (-73.4%) 19.84M -49.0M (-71.2%) 0.13% -0.347 pp 2.19% -4.113 pp USD89.58 +24.9% 4 qtrs
76 SCHWARTZ INVESTMENT COUNSEL INC 175.7K +85.0K (+93.7%) 19.66M +10.3M (+110.1%) 0.12% +0.060 pp 0.69% +0.373 pp USD85.17 +31.4% 10 qtrs
77 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 174.4K +7.0K (+4.2%) 19.52M +2.2M (+13.0%) 0.12% +0.005 pp 0.00% +0.000 pp USD49.12 +127.8% 10 qtrs
78 BOOTHBAY FUND MANAGEMENT, LLC 173.9K +18.0K (+11.5%) 19.46M +3.4M (+21.0%) 0.12% +0.013 pp 0.29% +0.057 pp USD91.13 +22.8% 10 qtrs
79 BRIDGEWATER ASSOCIATES, LP 165.3K +159.9K (+2,925.9%) 18.50M +17.9M (+3,182.5%) 0.12% +0.113 pp 0.07% +0.065 pp USD111.39 +0.5% 7 qtrs
80 VERITION FUND MANAGEMENT LLC 165.0K +64.0K (+63.4%) 18.47M +8.0M (+77.2%) 0.12% +0.045 pp 0.07% +0.030 pp USD91.07 +22.9% 9 qtrs
81 CITADEL ADVISORS LLC 159.6K -71.5K (-30.9%) 17.86M -6.0M (-25.1%) 0.11% -0.051 pp 0.00% -0.001 pp USD79.32 +41.1% 9 qtrs
82 WARATAH CAPITAL ADVISORS LTD. 156.0K -150.1K (-49.0%) 17.46M -14.1M (-44.7%) 0.11% -0.107 pp 0.59% +0.030 pp USD96.96 +15.4% 5 qtrs
83 WEALTH HIGH GOVERNANCE CAPITAL LTDA 152.6K +152.6K (+100.0%) 17.07M +17.1M (+100.0%) 0.11% +0.108 pp 3.19% +3.194 pp USD111.90 +0.0% 1 qtrs NEW
84 AVALON GLOBAL ASSET MANAGEMENT LLC 150.0K +150.0K (+100.0%) 16.79M +16.8M (+100.0%) 0.11% +0.106 pp 2.71% +2.715 pp USD111.90 +0.0% 1 qtrs NEW
85 GOODNOW INVESTMENT GROUP, LLC 147.5K +147.5K (+100.0%) 16.51M +16.5M (+100.0%) 0.10% +0.105 pp 1.54% +1.540 pp USD111.90 +0.0% 1 qtrs NEW
86 POLAR CAPITAL HOLDINGS PLC 146.7K -1.2K (-0.8%) 16.42M +1.2M (+7.6%) 0.10% -0.001 pp 0.06% -0.010 pp USD102.02 +9.7% 6 qtrs
87 NUVEEN, LLC 146.6K +— (+0.0%) 16.40M +1.3M (+8.5%) 0.10% 0.000 pp 0.00% +0.000 pp USD84.00 +33.2% 4 qtrs
88 GW&K INVESTMENT MANAGEMENT, LLC 145.9K +10.0K (+7.3%) 16.32M +2.3M (+16.5%) 0.10% +0.007 pp 0.14% +0.017 pp USD60.09 +86.2% 9 qtrs
89 COOPER CREEK PARTNERS MANAGEMENT LLC 143.3K +143.3K (+100.0%) 16.04M +16.0M (+100.0%) 0.10% +0.102 pp 0.72% +0.724 pp USD111.90 +0.0% 1 qtrs NEW
90 SQUAREPOINT OPS LLC 143.3K -67.0K (-31.9%) 16.03M -5.7M (-26.1%) 0.10% -0.048 pp 0.02% -0.005 pp USD94.18 +18.8% 9 qtrs
91 MITSUBISHI UFJ TRUST & BANKING CORP 141.2K -2.2K (-1.6%) 15.80M +1.0M (+6.8%) 0.10% -0.002 pp 0.04% +0.005 pp USD91.07 +22.9% 7 qtrs
92 NORTHERN TRUST CORP 136.9K -25.5K (-15.7%) 15.32M -1.4M (-8.5%) 0.10% -0.018 pp 0.00% 0.000 pp USD103.49 +8.1% 7 qtrs
93 INVESCO LTD. 136.1K +20.3K (+17.6%) 15.23M +3.3M (+27.5%) 0.10% +0.014 pp 0.00% +0.001 pp USD82.34 +35.9% 8 qtrs
94 PRIMECAP MANAGEMENT CO/CA/ 133.3K +97.8K (+275.5%) 14.92M +11.3M (+307.3%) 0.09% +0.069 pp 0.01% +0.009 pp USD108.46 +3.2% 3 qtrs
95 BWCP, LP 130.3K -114.7K (-46.8%) 14.58M -10.7M (-42.3%) 0.09% -0.081 pp 2.42% -1.960 pp USD87.98 +27.2% 4 qtrs
96 ROSENBLUM SILVERMAN SUTTON S F INC /CA 122.2K +320.0 (+0.3%) 13.68M +1.1M (+8.8%) 0.09% +0.000 pp 3.17% +0.294 pp USD46.80 +139.1% 10 qtrs
97 JPMORGAN CHASE & CO 117.9K -134.4K (-53.3%) 13.19M -12.8M (-49.3%) 0.08% -0.095 pp 0.00% -0.001 pp USD87.64 +27.7% 10 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.75
Neutral
Ratio by volume
0.02
Bearish
Buys
12
Sells
16
Shares acquired
891.1K
Shares disposed
53.50M
Cash buys
Cash sales
10.00
Net activity
-52,609,585
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
2026-04-16 Wang Xuning Director / 10% Owner M-Exempt A Ordinary Shares 461,334 0.00 1,384,000 D
2026-03-04 Quigley Adam Officer S-Sale D Ordinary Shares 2,620 114.36 299.6K 8,673 D
2026-03-03 Lopez-Baldrich Pedro J. Officer S-Sale D Ordinary Shares 3,476 113.64 395.0K 22,896 D
2026-02-28 Wang Barney Tianhao Director F-InKind D Ordinary Shares 4 122.87 491.48 2,483 D
2026-02-28 Lopez-Baldrich Pedro J. Officer F-InKind D Ordinary Shares 19,581 122.87 2.41M 26,354 D
2026-02-26 Barrocas Mark Director / Officer S-Sale D Ordinary Shares 46,511 129.00 6.00M 2,161,654 D
2026-02-24 Folan Kaitlin Officer A-Award A Restricted Share Units 3,174 0.00 3,174 D
2026-02-13 Shah Neil B. Officer S-Sale D Ordinary Shares 24,689 129.57 3.20M 569,035 I
2026-02-02 Quigley Adam Officer A-Award A Ordinary Shares 190 95.47 18.1K 2,106 D
2026-01-20 Folan Kaitlin Officer 0 0.00 0
2026-01-14 JS&W Group Holdings Limited Partnership 10% Owner Ordinary Shares 0 0.00 53,307,760 D
2026-01-14 JS&W Global Holding Limited Partnership 10% Owner J-Other D Ordinary Shares 53,307,760 0.00 0 D
2026-01-05 Wortendyke Jason Director A-Award A Restricted Share Units 726 0.00 726 D
2026-01-02 Shah Neil B. Officer A-Award A Restricted Share Units 43,670 0.00 43,670 D
2026-01-02 Quigley Adam Officer A-Award A Restricted Share Units 21,712 0.00 21,712 D
2026-01-02 Lopez-Baldrich Pedro J. Officer A-Award A Restricted Share Units 19,056 0.00 19,056 D
2026-01-02 Barrocas Mark Director / Officer A-Award A Restricted Share Units 158,800 0.00 158,800 D
2026-01-01 Warner Timothy R. Director Restricted Share Units 2,085 0.00 0 D
2026-01-01 Wang Xuning Director / 10% Owner Restricted Share Units 230,667 0.00 0 D
2026-01-01 Wang Barney Tianhao Director Restricted Share Units 2,085 0.00 0 D
2026-01-01 Shah Neil B. Officer Restricted Share Units 21,893 0.00 0 D
2026-01-01 Quigley Adam Officer Restricted Share Units 1,279 0.00 0 D
2026-01-01 Paul Dennis Director Restricted Share Units 2,085 0.00 0 D
2026-01-01 Lopez-Baldrich Pedro J. Officer Ordinary Shares 0 0.00 2,255 D
2026-01-01 Hui Chi Kin Max Director Restricted Share Units 2,085 0.00 0 D
2026-01-01 Feld Peter Director Restricted Share Units 2,085 0.00 0 D
2026-01-01 Barton Kathryn J. Director Restricted Share Units 2,085 0.00 0 D
2026-01-01 Barrocas Mark Director / Officer Restricted Share Units 140,373 0.00 0 D
2019-01-08 Hink Kirsten A Officer S-Sale D Common Stock 4,170 0.26 1.1K 137,977
2018-10-26 Thill Howard J SR Officer M-Exempt D Phantom Stock 186,916 0.00 0
2018-10-26 DAVIS EUGENE I Director 0 0.00 0
2018-10-15 Thill Howard J SR Officer S-Sale D Common Stock 21,877 2.46 53.9K 348,373
2018-08-02 Hink Kirsten A Officer S-Sale D Common Stock 8,486 4.41 37.4K 142,147
2018-06-01 Hink Kirsten A Officer S-Sale D Common Stock 30,000 4.00 119.9K 150,633
2018-05-30 Thill Howard J SR Officer S-Sale D Common Stock 66,916 3.89 260.3K 370,250
2018-04-17 Thill Howard J SR Officer A-Award A Phantom Stock 186,916 0.00 186,916
2018-04-17 SANCHEZ ANTONIO R JR Director / Officer A-Award A Common Stock 506,231 0.00 2,263,757
2018-04-17 Hink Kirsten A Officer S-Sale A Common Stock 2,559 3.72 9.5K 180,633
2018-04-16 Hink Kirsten A Officer M-Exempt A Common Stock 12,000 0.01 120.00 167,154
2018-03-02 Thill Howard J SR Officer S-Sale D Common Stock 8,251 2.98 24.6K 250,250
2018-03-02 SANCHEZ ANTONIO R JR Director / Officer S-Sale D Common Stock 19,618 2.98 58.5K 1,757,526
2018-03-02 Hink Kirsten A Officer S-Sale D Common Stock 2,107 2.98 6.3K 155,154
2018-03-01 Thill Howard J SR Officer M-Exempt D Phantom Stock 33,333 0.00 0
2018-03-01 SANCHEZ ANTONIO R JR Director / Officer M-Exempt D Phantom Stock 49,046 0.00 0
2018-03-01 Hink Kirsten A Officer M-Exempt D Phantom Stock 5,000 0.00 0
2018-02-21 SANCHEZ ANTONIO R JR Director / Officer S-Sale D Common Stock 72,307 3.38 244.7K 1,969,498
2018-02-20 SANCHEZ ANTONIO R JR Director / Officer M-Exempt D Phantom Stock 179,153 0.00 0
2018-02-16 SANCHEZ ANTONIO R JR Director / Officer G-Gift D Common Stock 192,354 0.00 1,777,144
2018-01-08 SANCHEZ ANTONIO R JR Director / Officer S-Sale D Common Stock 66,536 5.22 347.3K 1,642,316
2018-01-08 Hink Kirsten A Officer S-Sale D Common Stock 9,949 5.22 51.9K 157,261
2017-12-13 Sanchez Eduardo Augusto Other S-Sale D Common Stock 250,337 4.66 1.17M 985,644
2017-10-12 Thill Howard J SR Officer S-Sale D Common Stock 16,499 4.27 70.4K 258,501
2017-10-10 Thill Howard J SR Officer M-Exempt D Phantom Stock 58,333 0.00 116,667
2017-09-14 Sanchez Eduardo Augusto Officer P-Purchase A Common Stock 100,000 4.77 476.6K 1,235,981
2017-08-03 Hink Kirsten A Officer S-Sale D Common Stock 2,546 4.83 12.3K 167,210
2017-08-02 Hink Kirsten A Officer S-Sale D Common Stock 27,454 5.04 138.4K 178,390
2017-06-16 SANCHEZ ANTONIO R JR Director / Officer S-Sale D Common Stock 80,000 0.00 799,472
2017-04-18 Hink Kirsten A Officer S-Sale D Common Stock 4,129 8.31 34.3K 205,844
2017-04-15 Hink Kirsten A Officer A-Award A Common Stock 12,000 8.65 103.8K 230,973
2017-03-01 Thill Howard J SR Officer A-Award A Common Stock 100,000 0.00 275,000
2017-03-01 Sanchez Eduardo Augusto Officer A-Award A Common Stock 245,234 0.00 1,135,981
2017-03-01 SANCHEZ ANTONIO R JR Director / Officer A-Award A Phantom Stock 245,234 0.00 245,234
2017-03-01 Hink Kirsten A Officer A-Award A Phantom Stock 15,000 0.00 15,000
2017-02-23 Sanchez Eduardo Augusto Officer S-Sale D Common Stock 138,335 11.26 1.56M 890,747
2017-02-23 SANCHEZ ANTONIO R JR Director / Officer S-Sale D Common Stock 197,618 11.26 2.22M 1,463,618
2017-02-21 Sanchez Eduardo Augusto Officer A-Award A Common Stock 125,407 11.63 1.46M 1,455,199
2017-02-21 SANCHEZ ANTONIO R JR Director / Officer A-Award A Common Stock 125,407 11.63 1.46M 2,077,473
2017-01-09 Sanchez Eduardo Augusto Officer S-Sale D Common Stock 37,037 8.70 322.1K 1,029,082
2017-01-09 SANCHEZ ANTONIO R JR Director / Officer S-Sale D Common Stock 82,573 8.70 718.1K 1,661,236
2017-01-09 Hink Kirsten A Officer S-Sale D Common Stock 8,481 8.70 73.8K 194,973
2016-10-10 Thill Howard J SR Officer A-Award A Common Stock 175,000 0.00 175,000
2016-08-02 Hink Kirsten A Officer F-InKind D Common Stock 5,431 5.85 31.8K 203,454
2016-04-15 Hink Kirsten A Officer A-Award A Common Stock 18,000 0.00 208,885
2016-03-30 Van Riet Gerald Gleeson Officer D-Return D Common Stock 228,334 0.00 51,478
2016-02-18 Sanchez Eduardo Augusto Officer A-Award A Phantom Stock 193,811 0.00 193,811
2016-02-18 SANCHEZ ANTONIO R JR Director / Officer A-Award A Phantom Stock 276,872 0.00 276,872
2016-01-07 Hink Kirsten A Officer F-InKind D Common Stock 1,306 3.79 4.9K 172,885
2016-01-06 Van Riet Gerald Gleeson Officer A-Award A Common Stock 65,000 0.00 279,812
2016-01-06 SANCHEZ ANTONIO R JR Director / Officer F-InKind D Common Stock 74,113 3.91 289.8K 1,328,966
2016-01-06 Hink Kirsten A Officer A-Award A Common Stock 40,000 0.00 176,150
2016-01-05 Van Riet Gerald Gleeson Officer F-InKind D Common Stock 10,324 4.25 43.9K 214,812
2016-01-05 Sanchez Eduardo Augusto Officer F-InKind D Common Stock 50,714 4.25 215.5K 496,086
2016-01-05 SANCHEZ ANTONIO R JR Director / Officer F-InKind D Common Stock 93,064 4.25 395.5K 1,403,079
2016-01-05 Hink Kirsten A Officer F-InKind D Common Stock 2,286 4.25 9.7K 136,150
2015-10-02 Hink Kirsten A Officer S-Sale D Common Stock 564 5.94 3.3K 138,436
2015-10-01 Sanchez Eduardo Augusto Officer D Common Stock 0 0.00 546,800
2015-08-04 Van Riet Gerald Gleeson Officer S-Sale D Common Stock 5,418 7.08 38.3K 225,136
2015-08-01 Hink Kirsten A Officer A-Award A Common Stock 100,000 0.00 139,000
2015-06-02 Hink Kirsten A Officer S-Sale D Common Stock 9,630 10.26 98.8K 39,000
2015-05-18 Van Riet Gerald Gleeson Officer A-Award A Common Stock 100,000 0.00 230,554
2015-03-09 Van Riet Gerald Gleeson Officer D Common Stock 0 0.00 130,554
2015-02-03 Hink Kirsten A Officer F-InKind D Common Stock 844 13.00 11.0K 48,630
2015-01-08 Hink Kirsten A Officer F-InKind D Common Stock 1,300 8.02 10.4K 49,474
2015-01-07 Hink Kirsten A Officer F-InKind D Common Stock 1,947 8.44 16.4K 50,774
2015-01-05 SANCHEZ ANTONIO R JR Director / Officer A-Award A Common Stock 650,000 975,000.00 633.75B 1,496,143
2015-01-05 Hink Kirsten A Officer A-Award A Common Stock 21,000 0.00 52,721
2014-10-03 Hink Kirsten A Officer S-Sale D Common Stock 722 25.24 18.2K 31,721
2014-10-02 Hink Kirsten A Officer F-InKind D Common Stock 557 24.79 13.8K 32,443
2014-06-18 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner S-Sale D Common Stock 375,000 35.25 13.22M 879,472
2014-05-27 Hink Kirsten A Officer S-Sale D Common Stock 1,104 31.74 35.0K 33,000
2014-02-05 Hink Kirsten A Officer S-Sale D Common Stock 1,105 27.64 30.5K 34,104
2014-02-04 Hink Kirsten A Officer F-InKind D Common Stock 791 27.20 21.5K 35,209
2014-01-17 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner J-Other D Common Stock 196,800 0.00 175,036
2014-01-09 Hink Kirsten A Officer S-Sale D Common Stock 1,362 24.44 33.3K 38,052
2014-01-08 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner F-InKind D Common Stock 64,500 24.14 1.56M 1,171,143
2014-01-08 Hink Kirsten A Officer F-InKind D Common Stock 1,313 24.60 32.3K 39,414
2014-01-06 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner A-Award A Common Stock 350,000 0.00 1,235,643
2014-01-06 Hink Kirsten A Officer A-Award A Common Stock 18,000 0.00 40,727
2013-11-13 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner J-Other D Common Stock 26,213 0.00 885,643
2013-10-03 Hink Kirsten A Officer S-Sale D Common Stock 1,000 26.51 26.5K 23,000
2013-06-18 Hink Kirsten A Officer S-Sale D Common Stock 1,010 23.06 23.3K 24,000
2013-03-27 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner S-Sale D Common Stock 91,750 19.28 1.77M 1,141,106
2013-02-04 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner J-Other A Common Stock 175,036 0.01 1.8K 371,836
2013-02-04 Hink Kirsten A Officer S-Sale D Common Stock 1,011 20.62 20.8K 25,010
2013-02-01 Hink Kirsten A Officer F-InKind D Common Stock 979 20.78 20.3K 26,021
2012-12-21 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner J-Other A Common Stock 474,800 0.00 474,800
2012-12-18 SANCHEZ ANTONIO R JR Director / Officer / 10% Owner A-Award A Common Stock 300,000 0.00 300,000
2012-12-18 Hink Kirsten A Officer A-Award A Common Stock 12,000 0.00 27,000
2012-10-01 Hink Kirsten A Officer A-Award A Common Stock 6,000 0.00 15,000
2012-09-17 SANCHEZ ANTONIO R JR 10% Owner J-Other D Common Stock 92,953 0.01 929.53 158,250
2012-06-19 Sanchez Energy Partners I LP 10% Owner J-Other A Common Stock 2,019,333 0.01 20.2K 2,019,333
2012-06-15 SANCHEZ ANTONIO R JR Director / 10% Owner D-Return D Common Stock 350,000 0.00 0
2012-03-09 Hink Kirsten A Officer D Common Stock 0 0.00 9,000
2012-01-12 Sanchez Energy Partners I LP Director / 10% Owner A-Award A Common Stock 750,000 50.00 37.50M 22,090,909
2012-01-09 SANCHEZ ANTONIO R JR Director / 10% Owner A-Award A Common Stock 350,000 0.00 350,000
2011-12-19 Sanchez Energy Partners I LP Director / 10% Owner A-Award A Common Stock 21,340,909 50.00 1.07B 22,340,909
2011-12-13 Sanchez Energy Partners I LP 10% Owner D Common Stock 0 0.00 1,000

Executive team

Top executives
EBIT / Employee
229.0K
Shares Outstanding
141.52M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark Barrocas Chief Executive Officer and Director 1.43M 13.00M 3.27M 142.2K 17.85M 0.00%
2 2025 Neil Shah Chief Commercial Officer, EVP 652.2K 4.40M 12.9K 744.3K 91.8K 5.90M 0.22%
3 2025 Adam Quigley Chief Financial Officer, EVP 434.4K 499.4K 533.3K 13.6K 1.48M 33.73%
4 2025 Pedro J. Lopez-Baldrich Chief Legal Officer, EVP 582.7K 11.6K 399.0K 81.0K 1.07M 1.08%
5 2025 Patraic Reagan Former Chief Financial Officer, EVP 482.5K 13.4K 314.1K 810.1K 1.66%
6 2024 Mark Barrocas Chief Executive Officer and Director 1.38M 6.50M 21.50M 4.01M 83.1K 33.47M 64.23%
7 2024 Neil Shah Chief Commercial Officer, EVP 621.6K 5.20M 3.62M 911.9K 107.6K 10.46M 34.63%
8 2024 Patraic Reagan Former Chief Financial Officer, EVP 425.0K 300.0K 4.70M 491.2K 246.1K 6.16M 76.27%
9 2024 Pedro J. Lopez-Baldrich Chief Legal Officer, EVP 556.1K 1.74M 488.9K 80.5K 2.86M 0.00%
10 2023 Mark Barrocas Chief Executive Officer and Director 1.27M 34.83M 64.89M 3.04M 1.33M 105.36M 61.59%
11 2023 Neil Shah Chief Commercial Officer, EVP 598.4K 11.16M 9.43M 754.9K 259.9K 22.20M 42.46%
12 2023 Pedro J. Lopez-Baldrich Chief Legal Officer, EVP 537.3K 1.11M 3.94M 338.9K 81.4K 6.00M 65.58%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-17 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-04-20 4
2026-04-17 PRE 14A
2026-03-05 4
2026-03-04 4
2026-03-03 4

Executive team

NameTitleCompensationGender
Mark Adam Barrocas President, Chief Executive Officer & Director 18M male
Neil Shah Chief Commercial Officer 6M male
Pedro J. Lopez-Baldrich Executive Vice President & Chief Legal Officer 1M male
Adam Quigley Executive Vice President & Chief Financial Officer 981.3K male
James Kitto Senior VP & MD of EMEA male
James Lamb Senior Vice President of Investor Relations & Treasury male
Jane Liang Global Chief Supply Chain Officer & MD of APAC female
Kaitlin A. Folan Chief Accounting Officer female
Kim Smolko Executive Vice President & Chief Operating Officer female
Mike Harris Chief Innovation & Technology Officer male
Velia Carboni Chief Information Officer female
Xuning Wang Refounder & Chairperson male
ESG Rating
B
FURNISHINGS, FIXTURES & APPLIANCES
Rank: 18 out of 32
2026
E (Environmental)
73.6 / 58.4
Company / Sector avg.
S (Social)
78.0 / 66.2
Company / Sector avg.
G (Governance)
75.4 / 62.9
Company / Sector avg.
ESG Total
75.7 / 62.5
Company / Sector avg.
ESG Score History FURNISHINGS, FIXTURES & APPLIANCES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits