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Starz Entertainment Corp. (STRZ)

USD27.43 -0.03 (-0.11%)
CA NASDAQ Communication Services Entertainment
Address 250 Howe Street V6C 3R8
Vancouver, BC, CA
CEO Jeffrey A. Hirsch
IPO 2025-05-07
CIK 929351 ISIN CA8559191066

Explore sections of this company profile

Description

Starz Entertainment Corp. offers its premium, subscription-based video content to viewers throughout the United States and Canada. The company primarily focuses on delivering its STARZ-branded services, which are accessible directly to consumers via its dedicated application on various over-the-top (OTT) streaming platforms. Furthermore, it collaborates with multichannel video programming distributors (MVPDs) to extend its reach to subscribers. The company's operations are headquartered in Vancouver, Canada.

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
USD27.43 -0.03 (-0.11%)
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Volume Profile
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Liquidity & share structure
Average Volume
165.2K
Beta
2.34
Float Shares
11.30M
Free Float %
67.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+6.87% +3.83% +45.16% +144.23% +94.75% +80.77% +69.06% +88.84% +88.84% +88.84% +88.84%
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 (3 ratings, all time) Hold
Price Targets & DCF
Current price
27.43
Low 21.00 -23.4%
Consensus 26.67 -2.8%
Median 29.00 +5.7%
High 30.00 +9.4%
DCF (Unlevered) 163.06 +494.5%

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) 38% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
20.00
-27.1%
Last Quarter 1
20.00
-27.1%
Last Year 5
19.20
-30.0%
All Time 5
19.20
-30.0%
Quality scores
Altman Z-Score
0.23
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Entertainment: +5.6%
    -8.2% Q1'26: -68.4% (vs Q1'25)
  • EPS growth Entertainment: +31.6%
    -90.3% Q1'26: -639.1% (vs Q1'25)
  • FCF margin FCF growth · Entertainment: +61.7%
    -18.8% Q1'26: +22.4% (vs Q1'25)
  • EBIT margin Entertainment: +7.7%
    +0.0% Q1'26: -4.5% (vs Q1'25)
  • ROIC Entertainment: +5.2%
    +0.0% Q1'26: -5.5% (vs Q1'25)
  • Share dilution Entertainment: +0.0%
    +0.5% Q1'26: +0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Entertainment: -0.15×
    -2.41× Q1'26: 0.80× (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 (2.52) × ERP
WACC = 35% × Ke + 65% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 33.44 Current price: 27.43
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 Mar 2025
actual
Mar 2026
6 Rev. Ana.
3 EPS Ana.
Mar 2027
2 Rev. Ana.
1 EPS Ana.
Mar 2028
1 Rev. Ana.
1 EPS Ana.
Mar 2029
1 Rev. Ana.
1 EPS Ana.
Mar 2030
1 Rev. Ana.
1 EPS Ana.
Mar 2031
1 Rev. Ana.
1 EPS Ana.
Revenue
1.37B
est: 2.00B (-31.6%)
1.29B
1.28B – 1.30B
-35.4% YoY
1.26B
1.23B – 1.28B
-2.6% YoY
1.27B
1.25B – 1.28B
+0.6% YoY
1.28B
1.27B – 1.29B
+1.4% YoY
1.29B
1.27B – 1.29B
+0.1% YoY
1.29B
1.28B – 1.30B
+0.5% YoY
EBITDA
638.20M
est: 283.96M (+124.7%)
183.35M
181.33M – 184.70M
-35.4% YoY
178.50M
174.51M – 181.17M
-2.6% YoY
179.56M
177.58M – 180.88M
+0.6% YoY
182.05M
180.04M – 183.39M
+1.4% YoY
182.30M
180.29M – 183.64M
+0.1% YoY
183.16M
181.14M – 184.51M
+0.5% YoY
EBIT
-178.30M
est: -641.12M (+72.2%)
-413.97M
-417.01M – -409.40M
+35.4% YoY
-403.02M
-409.04M – -394.00M
+2.6% YoY
-405.40M
-408.38M – -400.93M
-0.6% YoY
-411.02M
-414.04M – -406.48M
-1.4% YoY
-411.59M
-414.62M – -407.05M
-0.1% YoY
-413.54M
-416.58M – -408.98M
-0.5% YoY
Net Income
-211.20M
est: -74.93M (-181.9%)
-133.01M
-199.69M – -66.34M
-77.5% YoY
-201.60M
-203.53M – -198.71M
-51.6% YoY
-58.54M
-59.10M – -57.70M
+71.0% YoY
-48.92M
-49.39M – -48.22M
+16.4% YoY
24.18M
23.84M – 24.41M
+149.4% YoY
34.17M
33.68M – 34.50M
+41.3% YoY
SGA
391.70M
est: 670.87M (-41.6%)
433.17M
428.39M – 436.36M
-35.4% YoY
421.72M
412.28M – 428.01M
-2.6% YoY
424.21M
419.53M – 427.33M
+0.6% YoY
430.09M
425.34M – 433.25M
+1.4% YoY
430.69M
425.93M – 433.85M
+0.1% YoY
432.73M
427.95M – 435.91M
+0.5% YoY
EPS
-12.64
est: -4.46 (-183.4%)
-7.92
-11.89 – -3.95
-77.5% YoY
-12.00
-12.11 – -11.83
-51.6% YoY
-3.48
-3.52 – -3.43
+71.0% YoY
-2.91
-2.94 – -2.87
+16.4% YoY
1.44
1.42 – 1.45
+149.4% YoY
2.03
2.00 – 2.05
+41.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-06 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-05 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 5/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-49.58M
OE per share TTM
-2.97
Owner's Yield
-14.68%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
3.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
29
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 LG Sirius Holdings ULC 253.44M 87.80% 253.44M 253.44M CO 2024-05-20
2 Lions Gate Entertainment Corp. 253.44M 87.80% 253.44M 253.44M CO 2024-05-20
3 MARK H. RACHESKY, M.D. 19.31M 23.07% 19.31M 19.31M 11.00 HC, IN 2020-05-06
4 MHR FUND MANAGEMENT LLC 19.26M 23.00% 19.26M 19.26M 11.00 OO 2020-05-06
5 MHR HOLDINGS LLC 19.26M 23.00% 19.26M 19.26M 11.00 OO 2020-05-06
6 Pershing Square Capital Management, L.P. 18.72M 13.50% 270.0K 270.0K IA United States America 2020-01-28
7 Edward C. Johnson 3d 14.06M 10.23% 14.06M IN Delaware 2011-12-12
8 FMR LLC 14.06M 10.23% 88.00 14.06M HC Delaware 2011-12-12
9 MHR INSTITUTIONAL ADVISORS III LLC 11.87M 14.20% 11.87M 11.87M 11.00 OO 2020-05-06
10 MHR INSTITUTIONAL PARTNERS III LP 11.87M 14.20% 11.87M 11.87M 11.00 PN 2020-05-06
11 STANLEY BECK 9.35M 6.81% IN CANADA 2011-09-16
12 Capital Research Global Investors ** 7.86M 5.30% 7.86M 7.86M IA Delaware 2016-02-16
13 (1)Names of reporting persons. BlackRock, Inc. 7.18M 8.60% 6.94M 7.18M HC Delaware 2022-03-11
14 98-0557567 6.02M 7.30% 6.01M 6.02M IA, HC Bermuda 2021-02-16
15 Liberty 77 Capital L.P. 4.59M 5.50% 4.59M 4.59M IA, PN 2023-09-05
16 Liberty 77 Capital Partners L.P. 4.59M 5.50% 4.59M 4.59M PN 2023-09-05
17 Liberty Capital L.L.C. 4.59M 5.50% 4.59M 4.59M OO 2023-09-05
18 STM Partners LLC 4.59M 5.50% 4.59M 4.59M OO 2023-09-05
19 Steven T. Mnuchin 4.59M 5.50% 4.59M 4.59M IN 2023-09-05
20 Incorporated Limited) 4.05M 4.90% 4.05M 10.00 CO 2020-09-18
21 Liberty 77 Fund International L.P. 3.60M 4.30% 3.60M 3.60M PN 2023-09-05
22 Liberty 77 Fund L.P. 997.1K 1.20% 997.1K 997.1K PN 2023-09-05
23 Mario Grech 223.8K 7.00% 223.8K 223.8K IN Canada 2014-02-13
24 Stephen Watson 157.0K 5.32% 157.0K 157.0K IN United States 2002-02-14
25 13-2722082 113.4K 3.84% 101.2K 113.4K BK, HC PERSON WITH: 2001-04-09
26 94-3244780 113.4K 3.84% 101.2K 113.4K IA, OO PERSON WITH: 2001-04-09
27 Discovery Lightning Investments Ltd. 2.5K 3.00% 2.5K 2.5K CO 2021-12-17
28 Discovery, Inc. 2.5K 3.00% 2.5K 2.5K CO 2021-12-17
29 JANA PARTNERS LLC 0.00% IA Delaware 2017-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-101 vs prev Q
New positions
6
Closed positions
107
Increased
11
Reduced
8
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 50.0K +50.0K (+100.0%) 585.00M +585.0M (+100.0%) 0.30% +0.299 pp 0.42% +0.423 pp USD11.70 +0.0% 1 qtrs NEW
2 MHR FUND MANAGEMENT LLC 2.86M +— (+0.0%) 33.50M -8.7M (-20.6%) 17.15% +0.000 pp 2.88% -1.248 pp USD16.07 -27.2% 3 qtrs
3 LIBERTY 77 CAPITAL L.P. 1.80M +— (+0.0%) 21.10M -5.5M (-20.6%) 10.80% +0.000 pp 1.57% -0.614 pp USD16.07 -27.2% 3 qtrs
4 BLACKROCK, INC. 1.18M +72.8K (+6.6%) 13.83M -2.5M (-15.4%) 7.08% +0.436 pp 0.00% 0.000 pp USD15.80 -25.9% 3 qtrs
5 CAPITAL RESEARCH GLOBAL INVESTORS 870.0K -618.6K (-41.6%) 10.18M -11.7M (-53.6%) 5.21% -3.704 pp 0.00% -0.002 pp USD16.07 -27.2% 3 qtrs
6 VANGUARD GROUP INC 714.9K +5.9K (+0.8%) 8.36M -2.1M (-19.9%) 4.28% +0.036 pp 0.00% +0.000 pp USD16.03 -27.0% 3 qtrs
7 NEWEDGE WEALTH, LLC 710.9K +95.2K (+15.5%) 8.32M +1.7M (+26.3%) 4.26% +0.570 pp 0.09% -0.001 pp USD15.48 -24.4% 3 qtrs
8 SHAPIRO CAPITAL MANAGEMENT LLC 630.9K -174.0K (-21.6%) 7.38M -4.5M (-37.7%) 3.78% -1.042 pp 0.39% -0.124 pp USD16.07 -27.2% 3 qtrs
9 ROYCE & ASSOCIATES LP 440.6K +78.0K (+21.5%) 5.16M -186.2K (-3.5%) 2.64% +0.467 pp 0.05% -0.001 pp USD15.11 -22.6% 3 qtrs
10 ANCORA ADVISORS, LLC 387.6K +212.3K (+121.1%) 4.53M +2.0M (+75.6%) 2.32% +1.271 pp 0.09% +0.042 pp USD13.16 -11.1% 3 qtrs
11 CASTLEKNIGHT MANAGEMENT LP 387.6K -64.3K (-14.2%) 4.53M -2.1M (-31.9%) 2.32% -0.385 pp 0.10% -0.031 pp USD15.43 -24.2% 3 qtrs
12 NEUBERGER BERMAN GROUP LLC 376.2K +2.8K (+0.7%) 4.40M -1.1M (-20.0%) 2.25% +0.017 pp 0.00% -0.001 pp USD16.04 -27.1% 3 qtrs
13 BANK OF NEW YORK MELLON CORP 333.3K -2.0K (-0.6%) 3.90M -1.0M (-21.0%) 2.00% -0.012 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 298.8K +2.9K (+1.0%) 3.50M -863.0K (-19.8%) 1.79% +0.017 pp 0.00% 0.000 pp USD16.03 -27.0% 3 qtrs
15 JEFFERIES FINANCIAL GROUP INC. 278.1K +— (+0.0%) 3.25M -842.7K (-20.6%) 1.67% +0.000 pp 0.02% -0.003 pp USD16.07 -27.2% 3 qtrs
16 STATE STREET CORP 277.9K -3.8K (-1.4%) 3.25M -898.4K (-21.7%) 1.66% -0.023 pp 0.00% +0.000 pp USD16.03 -27.0% 3 qtrs
17 J. GOLDMAN & CO LP 255.7K +45.4K (+21.6%) 2.99M -106.7K (-3.4%) 1.53% +0.272 pp 0.08% +0.001 pp USD15.11 -22.6% 3 qtrs
18 RUSSELL INVESTMENTS GROUP, LTD. 210.8K +182.0K (+632.9%) 2.47M +2.0M (+482.1%) 1.26% +1.090 pp 0.00% +0.002 pp USD12.12 -3.5% 3 qtrs
19 DIMENSIONAL FUND ADVISORS LP 164.2K -342.0 (-0.2%) 1.92M -502.5K (-20.7%) 0.98% -0.002 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
20 SCHONFELD STRATEGIC ADVISORS LLC 163.6K -2.2K (-1.3%) 1.91M -527.9K (-21.6%) 0.98% -0.013 pp 0.01% -0.005 pp USD16.07 -27.2% 3 qtrs
21 ALPINE GLOBAL MANAGEMENT, LLC 148.7K +16.5K (+12.5%) 1.74M -207.9K (-10.7%) 0.89% +0.099 pp 0.31% -0.035 pp USD14.39 -18.7% 2 qtrs
22 HUBER CAPITAL MANAGEMENT LLC 146.8K +9.9K (+7.2%) 1.72M -299.6K (-14.9%) 0.88% +0.059 pp 0.25% -0.067 pp USD15.42 -24.1% 3 qtrs
23 COASTAL BRIDGE ADVISORS, LLC 136.2K -204.1K (-60.0%) 1.59M -3.4M (-68.2%) 0.82% -1.222 pp 0.12% -0.261 pp USD16.07 -27.2% 3 qtrs
24 MARSHALL WACE, LLP 133.5K +11.6K (+9.5%) 1.56M -234.2K (-13.0%) 0.80% +0.069 pp 0.00% 0.000 pp USD15.69 -25.4% 3 qtrs
25 GOLDMAN SACHS GROUP INC 131.2K +55.4K (+73.1%) 1.54M +418.9K (+37.5%) 0.79% +0.332 pp 0.00% +0.000 pp USD14.10 -17.0% 3 qtrs
26 ACADIAN ASSET MANAGEMENT LLC 125.8K +57.7K (+84.8%) 1.47M +469.0K (+47.0%) 0.75% +0.346 pp 0.00% +0.001 pp USD13.34 -12.3% 2 qtrs
27 D. E. SHAW & CO., INC. 123.7K +9.4K (+8.3%) 1.45M -235.9K (-14.0%) 0.74% +0.057 pp 0.00% 0.000 pp USD15.74 -25.7% 3 qtrs
28 MORGAN STANLEY 112.9K +77.2K (+216.6%) 1.32M +795.5K (+151.5%) 0.68% +0.462 pp 0.00% +0.000 pp USD13.08 -10.6% 3 qtrs
29 NORTHERN TRUST CORP 112.7K +7.3K (+6.9%) 1.32M -234.6K (-15.1%) 0.68% +0.044 pp 0.00% +0.000 pp USD15.79 -25.9% 3 qtrs
30 NUVEEN, LLC 103.9K +18.5K (+21.7%) 1.22M -42.4K (-3.4%) 0.62% +0.111 pp 0.00% +0.000 pp USD14.56 -19.6% 3 qtrs
31 GABELLI FUNDS LLC 86.5K +8.0K (+10.2%) 1.01M -144.3K (-12.5%) 0.52% +0.048 pp 0.01% -0.001 pp USD15.51 -24.6% 3 qtrs
32 AMERICAN CENTURY COMPANIES INC 84.5K +17.6K (+26.3%) 988.3K +3.3K (+0.3%) 0.51% +0.105 pp 0.00% +0.000 pp USD14.10 -17.0% 2 qtrs
33 LPL FINANCIAL LLC 74.1K +74.1K (+100.0%) 866.4K +866.4K (+100.0%) 0.44% +0.443 pp 0.00% +0.000 pp USD11.70 +0.0% 1 qtrs NEW
34 GAMCO INVESTORS, INC. ET AL 69.4K +8.1K (+13.2%) 812.1K -91.1K (-10.1%) 0.42% +0.049 pp 0.01% -0.001 pp USD15.06 -22.3% 3 qtrs
35 BANK OF AMERICA CORP /DE/ 67.2K -13.6K (-16.8%) 786.8K -404.4K (-33.9%) 0.40% -0.082 pp 0.00% +0.000 pp USD15.26 -23.3% 3 qtrs
36 ROYAL BANK OF CANADA 61.2K +54.3K (+782.6%) 716.0K +614.0K (+602.0%) 0.37% +0.325 pp 0.00% +0.000 pp USD12.20 -4.1% 3 qtrs
37 MILLENNIUM MANAGEMENT LLC 56.2K -2.5K (-4.2%) 657.1K -206.8K (-23.9%) 0.34% -0.015 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
38 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 50.2K +— (+0.0%) 587.1K -152.0K (-20.6%) 0.30% +0.000 pp 0.00% -0.001 pp USD16.07 -27.2% 3 qtrs
39 BARCLAYS PLC 50.1K +14.0K (+38.8%) 586.2K +54.5K (+10.2%) 0.30% +0.084 pp 0.00% +0.000 pp USD14.84 -21.2% 3 qtrs
40 JANE STREET GROUP, LLC 49.9K +4.8K (+10.8%) 583.4K -79.8K (-12.0%) 0.30% +0.029 pp 0.00% +0.000 pp USD14.85 -21.2% 3 qtrs
41 WELLS FARGO & COMPANY/MN 47.8K +17.5K (+58.0%) 558.9K +113.4K (+25.5%) 0.29% +0.105 pp 0.00% +0.000 pp USD14.42 -18.9% 3 qtrs
42 QUANTINNO CAPITAL MANAGEMENT LP 46.9K +30.4K (+185.1%) 548.4K +306.3K (+126.5%) 0.28% +0.182 pp 0.00% +0.000 pp USD12.76 -8.3% 2 qtrs
43 TREXQUANT INVESTMENT LP 46.0K +46.0K (+100.0%) 537.9K +537.9K (+100.0%) 0.28% +0.275 pp 0.00% +0.005 pp USD11.70 +0.0% 1 qtrs NEW
44 STRS OHIO 45.9K +43.7K (+1,955.5%) 537.0K +504.1K (+1,532.7%) 0.27% +0.262 pp 0.00% +0.002 pp USD11.91 -1.8% 3 qtrs
45 VESTCOR INC 37.9K +— (+0.0%) 443.0K -115.0K (-20.6%) 0.23% +0.000 pp 0.01% -0.004 pp USD16.07 -27.2% 3 qtrs
46 HSBC HOLDINGS PLC 36.5K +19.1K (+109.7%) 427.8K +170.3K (+66.1%) 0.22% +0.114 pp 0.00% +0.000 pp USD13.14 -11.0% 2 qtrs
47 AQR CAPITAL MANAGEMENT LLC 36.5K +5.8K (+19.0%) 420.8K -20.8K (-4.7%) 0.22% +0.035 pp 0.00% 0.000 pp USD15.11 -22.6% 3 qtrs
48 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34.7K +8.0 (+0.0%) 406.6K -105.2K (-20.6%) 0.21% +0.000 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
49 PRICE T ROWE ASSOCIATES INC /MD/ 31.0K +2.9K (+10.3%) 364.0K -51.0K (-12.3%) 0.19% +0.017 pp 0.00% +0.000 pp USD15.31 -23.6% 3 qtrs
50 CITADEL ADVISORS LLC 30.1K +30.1K (+100.0%) 352.2K +352.2K (+100.0%) 0.18% +0.180 pp 0.00% +0.000 pp USD11.70 +0.0% 3 qtrs
51 KORNITZER CAPITAL MANAGEMENT INC /KS 26.7K -28.1K (-51.3%) 312.2K -494.8K (-61.3%) 0.16% -0.168 pp 0.01% -0.010 pp USD16.07 -27.2% 3 qtrs
52 FULLER & THALER ASSET MANAGEMENT, INC. 26.6K +— (+0.0%) 311.5K -80.7K (-20.6%) 0.16% +0.000 pp 0.00% 0.000 pp USD15.60 -25.0% 3 qtrs
53 HARBOR CAPITAL ADVISORS, INC. 23.1K +2.1K (+9.9%) 270.0K -40.0K (-12.9%) 0.14% +0.013 pp 0.02% -0.003 pp USD14.46 -19.1% 2 qtrs
54 PRELUDE CAPITAL MANAGEMENT, LLC 21.5K +6.5K (+43.6%) 251.0K +31.0K (+14.1%) 0.13% +0.039 pp 0.02% +0.001 pp USD13.81 -15.3% 2 qtrs
55 DIAMETRIC CAPITAL, LP 21.5K -16.7K (-43.8%) 251.0K -311.3K (-55.4%) 0.13% -0.100 pp 0.07% -0.141 pp USD15.54 -24.7% 3 qtrs
56 SYSTEMATIC FINANCIAL MANAGEMENT LP 21.0K +21.0K (+100.0%) 245.7K +245.7K (+100.0%) 0.13% +0.126 pp 0.01% +0.006 pp USD11.70 +0.0% 1 qtrs NEW
57 DLD ASSET MANAGEMENT, LP 20.0K +20.0K (+100.0%) 234.0K +234.0K (+100.0%) 0.12% +0.120 pp 0.02% +0.017 pp USD11.70 +0.0% 1 qtrs NEW
58 WOLVERINE ASSET MANAGEMENT LLC 19.2K +— (+0.0%) 224.5K -58.1K (-20.6%) 0.11% +0.000 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
59 RHUMBLINE ADVISERS 18.3K -1.2K (-6.4%) 213.8K -73.7K (-25.6%) 0.11% -0.007 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
60 OPPENHEIMER ASSET MANAGEMENT INC. 17.2K +17.2K (+100.0%) 201.6K +201.6K (+100.0%) 0.10% +0.103 pp 0.00% +0.003 pp USD11.70 +0.0% 1 qtrs NEW
61 PATHSTONE HOLDINGS, LLC 17.2K -4.6K (-21.1%) 201.5K -119.8K (-37.3%) 0.10% -0.028 pp 0.00% -0.001 pp USD16.07 -27.2% 3 qtrs
62 PEAK6 LLC 15.9K +30.0 (+0.2%) 185.8K -47.7K (-20.4%) 0.10% +0.000 pp 0.00% +0.000 pp USD16.06 -27.1% 3 qtrs
63 POINT72 ASSET MANAGEMENT, L.P. 15.6K +15.6K (+100.0%) 182.5K +182.5K (+100.0%) 0.09% +0.093 pp 0.00% +0.000 pp USD11.70 +0.0% 1 qtrs NEW
64 VERITION FUND MANAGEMENT LLC 14.3K -100.0 (-0.7%) 167.5K -44.8K (-21.1%) 0.09% -0.001 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
65 BREVAN HOWARD CAPITAL MANAGEMENT LP 14.1K +14.1K (+100.0%) 164.8K +164.8K (+100.0%) 0.08% +0.084 pp 0.00% +0.002 pp USD11.70 +0.0% 1 qtrs NEW
66 YAKIRA CAPITAL MANAGEMENT, INC. 12.3K +— (+0.0%) 143.7K -37.2K (-20.6%) 0.07% +0.000 pp 0.05% -0.015 pp USD16.07 -27.2% 3 qtrs
67 ALLIANCEBERNSTEIN L.P. 12.1K +— (+0.0%) 141.9K -36.7K (-20.6%) 0.07% +0.000 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11.6K +11.6K (+100.0%) 135.7K +135.7K (+100.0%) 0.07% +0.070 pp 0.00% +0.000 pp USD11.70 +0.0% 3 qtrs
69 SEQUOIA FINANCIAL ADVISORS, LLC 10.7K -2.3K (-17.5%) 125.1K -65.8K (-34.5%) 0.06% -0.014 pp 0.00% -0.001 pp USD14.73 -20.6% 2 qtrs
70 WESTMOUNT PARTNERS, LLC 10.0K -2.0 (0.0%) 117.0K -28.8K (-19.8%) 0.06% +0.000 pp 0.03% -0.009 pp USD14.73 -20.6% 2 qtrs
71 UBS GROUP AG 9.5K +2.2K (+29.6%) 111.7K +3.2K (+3.0%) 0.06% +0.013 pp 0.00% +0.000 pp USD15.07 -22.4% 3 qtrs
72 JPMORGAN CHASE & CO 7.4K -4.8K (-39.1%) 87.0K -93.0K (-51.7%) 0.04% -0.029 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
73 DEUTSCHE BANK AG\ 7.2K -927.0 (-11.3%) 84.8K -35.6K (-29.6%) 0.04% -0.006 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
74 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.3K +167.0 (+3.2%) 62.4K -13.7K (-18.0%) 0.03% +0.001 pp 0.00% +0.000 pp USD15.93 -26.6% 3 qtrs
75 QUARRY LP 5.3K +5.3K (+100.0%) 61.8K +61.8K (+100.0%) 0.03% +0.032 pp 0.01% +0.010 pp USD11.70 +0.0% 1 qtrs NEW
76 COVESTOR LTD 4.1K +— (+0.0%) 48.0K -13.0K (-21.3%) 0.02% +0.000 pp 0.03% -0.009 pp USD14.73 -20.6% 2 qtrs
77 NISA INVESTMENT ADVISORS, LLC 3.4K -503.0 (-13.0%) 39.3K -17.6K (-30.9%) 0.02% -0.003 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
78 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 3.1K +— (+0.0%) 35.8K -9.3K (-20.6%) 0.02% +0.000 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
79 NEW YORK STATE COMMON RETIREMENT FUND 3.0K +— (+0.0%) 34.9K -9.0K (-20.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
80 FMR LLC 3.0K -97.0 (-3.2%) 34.6K -10.4K (-23.1%) 0.02% -0.001 pp 0.00% +0.000 pp USD16.00 -26.9% 3 qtrs
81 BNP PARIBAS ARBITRAGE, SNC 2.8K +287.0 (+11.4%) 32.9K -4.3K (-11.5%) 0.02% +0.002 pp 0.00% +0.000 pp USD15.02 -22.1% 3 qtrs
82 CWM, LLC 1.4K -109.0 (-7.1%) 17.0K -5.0K (-22.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
83 GROUP ONE TRADING, L.P. 1.3K -1.0K (-43.8%) 15.1K -18.7K (-55.4%) 0.01% -0.006 pp 0.00% +0.000 pp USD14.81 -21.0% 3 qtrs
84 AMERITAS INVESTMENT PARTNERS, INC. 1.3K +— (+0.0%) 14.8K -3.8K (-20.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
85 LEGAL & GENERAL GROUP PLC 1.2K +32.0 (+2.8%) 13.6K -3.1K (-18.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD15.95 -26.6% 3 qtrs
86 BLEICHROEDER LP 1.1K +— (+0.0%) 12.8K -3.3K (-20.6%) 0.01% +0.000 pp 0.00% -0.001 pp USD16.07 -27.2% 3 qtrs
87 TOWER RESEARCH CAPITAL LLC (TRC) 978.00 -76.0 (-7.2%) 11.4K -4.1K (-26.3%) 0.01% -0.001 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
88 GLOBAL RETIREMENT PARTNERS, LLC 917.00 +917.0 (+100.0%) 10.7K +10.7K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD11.70 +0.0% 1 qtrs NEW
89 ROCKEFELLER CAPITAL MANAGEMENT L.P. 839.00 -1.6K (-65.1%) 9.8K -25.6K (-72.3%) 0.01% -0.009 pp 0.00% 0.000 pp USD14.73 -20.6% 2 qtrs
90 TD WATERHOUSE CANADA INC. 776.00 -18.0 (-2.3%) 9.0K -2.5K (-21.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD14.78 -20.8% 3 qtrs
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 708.00 -1.7K (-70.9%) 8.3K -27.5K (-76.9%) 0.00% -0.010 pp 0.00% +0.000 pp USD14.73 -20.6% 2 qtrs
92 STERLING CAPITAL MANAGEMENT LLC 663.00 -131.0 (-16.5%) 7.8K -3.9K (-33.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD15.33 -23.7% 3 qtrs
93 JTC EMPLOYER SOLUTIONS TRUSTEE LTD 300.00 +— (+0.0%) 4.0K +— (+0.0%) 0.00% +0.000 pp 0.00% 0.000 pp USD16.07 -27.2% 3 qtrs
94 AMALGAMATED BANK 362.00 -74.0 (-17.0%) 4.0K -2.0K (-33.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
95 INVESTORS RESEARCH CORP 315.00 -216.0 (-40.7%) 3.7K -4.1K (-52.9%) 0.00% -0.001 pp 0.00% -0.001 pp USD14.73 -20.6% 2 qtrs
96 CITIGROUP INC 261.00 -392.0 (-60.0%) 3.1K -6.6K (-68.3%) 0.00% -0.002 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
97 GAMMA INVESTING LLC 160.00 +53.0 (+49.5%) 1.9K +296.0 (+18.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.34 -18.4% 3 qtrs
98 ADVISOR GROUP HOLDINGS, INC. 124.00 +2.0 (+1.6%) 1.4K -289.0 (-16.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.98 -26.8% 3 qtrs
99 SIMPLEX TRADING, LLC 107.00 +107.0 (+100.0%) 1.3K +1.3K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD11.69 +0.1% 1 qtrs NEW
100 BROWN BROTHERS HARRIMAN & CO 91.00 +— (+0.0%) 1.1K -275.0 (-20.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.07 -27.2% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 62 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.08% 1.13M 0.60%
2 iShares Russell 2000 Value ETF IWN 0.02% 3.00M 0.24%
3 Vanguard Russell 2000 Value ETF VTWV 0.02% 208.0K 0.06%
4 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 735.7K 0.30%
5 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 322.3K 0.30%
6 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 6.3K 0.39%
7 iShares Russell 2000 ETF IWM 0.01% 9.19M 0.19%
8 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.01% 60.0K 0.36%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 34.4K 0.25%
10 Global X - Russell 2000 ETF RSSL 0.01% 157.0K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
8.00
Bullish
Ratio by volume
0.02
Bearish
Buys
8
Sells
1
Shares acquired
30.3K
Shares disposed
1.80M
Cash buys
Cash sales
1.00
Net activity
-1,773,532
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
2026-03-06 Liberty 77 Capital L.P. 10% Owner S-Sale D Common Shares 1,803,786 13.86 25.00M 0 I
2026-03-06 Allen Family Capital, LLC 10% Owner Common Shares 0 0.00 1,803,786 I
2026-03-04 Hirsch Jeffrey Director / Officer A-Award A Common Shares 192,012 0.00 452,219 D
2026-01-27 Wilson Royce E. Director A-Award A Common Shares 1,738 10.52 18.3K 2,058 D
2026-01-27 Sapan Joshua W Director A-Award A Common Shares 3,089 10.52 32.5K 9,312 D
2026-01-27 SLOAN HARRY Director A-Award A Common Shares 4,753 10.52 50.0K 47,013 D
2026-01-27 SIMMONS HARDWICK Director A-Award A Common Shares 3,089 10.52 32.5K 37,644 D
2026-01-27 RACHESKY MARK H MD Director / 10% Owner A-Award A Common Shares 4,753 10.52 50.0K 22,134 D
2026-01-27 Gersh Lisa Director A-Award A Common Shares 5,703 10.52 60.0K 7,037 D
2026-01-27 FINE EMILY Director A-Award A Common Shares 4,753 10.52 50.0K 14,188 D
2026-01-27 Clyburn Mignon L Director A-Award A Common Shares 2,376 10.52 25.0K 20,446 D
2025-12-10 BURNS MICHAEL RAYMOND Director S-Sale D Common Shares, no par value 61,778 11.38 703.0K 80,157 D
2025-12-09 BURNS MICHAEL RAYMOND Director S-Sale D Common Shares, no par value 30,000 10.68 320.4K 141,935 D
2025-12-08 Hirsch Jeffrey Director / Officer A-Award A Common Shares 61,517 0.00 260,207 D
2025-11-18 Hirsch Jeffrey Director / Officer P-Purchase A Common Shares 7,828 10.69 83.7K 176,518 D
2025-08-21 SLOAN HARRY Director P-Purchase A Common Shares 8,100 12.98 105.1K 42,260 D
2025-08-20 Wilson Royce E. Director Common Shares 0 0.00 320 D
2025-08-20 SLOAN HARRY Director P-Purchase A Common Shares 1,082 12.71 13.8K 34,160 D
2025-08-19 SLOAN HARRY Director P-Purchase A Common Shares 6,614 12.55 83.0K 33,078 D
2025-08-19 Mann Bruce Director P-Purchase A Common Shares 5,000 12.67 63.4K 11,112 D
2025-08-19 Hirsch Jeffrey Director / Officer P-Purchase A Common Shares 15,000 12.78 191.7K 168,690 D
2025-08-04 Wyrick Jason Officer A-Award A Common Shares 4,672 0.00 20,928 D
2025-08-04 MACDONALD SCOTT D Officer A-Award A Common Shares 8,982 0.00 67,297 D
2025-08-04 Lee Audrey Officer A-Award A Common Shares 6,196 0.00 30,259 D
2025-08-04 Hoffman Alison Officer A-Award A Common Shares 13,531 0.00 76,672 D
2025-07-30 Sapan Joshua W Director A-Award A Common Shares 723 0.00 6,223 D
2025-07-30 SLOAN HARRY Director A-Award A Common Shares 1,112 0.00 26,464 D
2025-07-30 SIMMONS HARDWICK Director A-Award A Common Shares 723 0.00 34,555 D
2025-07-30 RACHESKY MARK H MD Director / 10% Owner A-Award A Common Shares 1,112 14.99 16.7K 15,905 D
2025-07-30 Mann Bruce Director A-Award A Common Shares 1,112 0.00 6,112 D
2025-07-30 Gersh Lisa Director A-Award A Common Shares 1,334 0.00 1,334 D
2025-07-30 Fine Emily Director A-Award A Common Shares 1,112 14.99 16.7K 7,959 D
2025-07-30 Clyburn Mignon L Director A-Award A Common Shares 556 0.00 18,070 D
2025-07-25 Wyrick Jason Officer D-Return D Common Shares 3,175 15.41 48.9K 16,256 D
2025-07-25 MACDONALD SCOTT D Officer D-Return D Common Shares 11,816 15.41 182.1K 58,315 D
2025-07-25 Lee Audrey Officer D-Return D Common Shares 5,598 15.41 86.3K 24,063 D
2025-07-25 Hoffman Alison Officer D-Return D Common Shares 13,000 15.41 200.3K 63,141 D
2025-07-25 Hirsch Jeffrey Director / Officer D-Return D Common Shares 40,312 15.41 621.2K 153,690 D
2025-07-03 Wyrick Jason Officer D-Return D Common Shares 4,011 15.82 63.5K 19,431 D
2025-07-03 MACDONALD SCOTT D Officer D-Return D Common Shares 14,927 15.82 236.1K 70,131 D
2025-07-03 Lee Audrey Officer D-Return D Common Shares 7,071 15.82 111.9K 29,661 D
2025-07-03 Hoffman Alison Officer D-Return D Common Shares 21,844 15.82 345.6K 76,141 D
2025-07-03 Hirsch Jeffrey Director / Officer D-Return D Common Shares 49,928 15.82 789.9K 194,002 D
2025-07-01 Wyrick Jason Officer D-Return D Common Shares 4,543 16.07 73.0K 23,442 D
2025-07-01 MACDONALD SCOTT D Officer D-Return D Common Shares 14,817 16.07 238.1K 85,059 D
2025-07-01 Lee Audrey Officer D-Return D Common Shares 6,886 16.07 110.7K 36,732 D
2025-07-01 Hoffman Alison Officer D-Return D Common Shares 20,650 16.07 331.8K 97,985 D
2025-07-01 Hirsch Jeffrey Director / Officer D-Return D Common Shares 44,577 16.07 716.4K 243,930 D
2025-06-13 Mann Bruce Director P-Purchase A Common Shares 2,500 17.05 42.6K 2,500 D
2025-06-05 SIMMONS HARDWICK Director P-Purchase A Common Shares 8,501 16.35 139.0K 33,832 D
2025-06-03 Sapan Joshua W Director P-Purchase A Common Shares 3,000 17.82 53.5K 5,500 D
2025-06-02 Warner Bros. Discovery, Inc. Other S-Sale D Common Shares 353,334 14.15 5.00M 0 I
2025-06-02 RACHESKY MARK H MD Director / 10% Owner P-Purchase A Common Shares 41,194 14.15 582.9K 61,886 I
2025-05-12 RACHESKY MARK H MD Director / 10% Owner J-Other A Common Shares 118 0.00 118 D
2025-05-12 Fine Emily Director J-Other A Common Shares 118 0.00 118 D
2025-05-09 Wyrick Jason Officer J-Other A Common Shares 24,825 0.00 27,985 D
2025-05-09 SIMMONS HARDWICK Director J-Other A Common Shares 13,825 0.00 25,331 D
2025-05-09 MACDONALD SCOTT D Officer J-Other A Non-qualified stock option (right to buy) 77,718 19.20 1.49M 77,718 D
2025-05-09 Lee Audrey Officer J-Other A Non-qualified stock option (right to buy) 340 11.42 3.9K 340 D
2025-05-09 Hoffman Alison Officer J-Other A Common Shares 118,635 0.00 118,635 D
2025-05-09 Hirsch Jeffrey Director / Officer J-Other A Non-qualified stock option (right to buy) 8,373 11.42 95.6K 8,373 D
2025-05-09 Clyburn Mignon L Director J-Other A Common Shares 13,825 0.00 17,514 D
2025-05-08 BURNS MICHAEL RAYMOND Director A-Award A Non-qualified stock option (right to buy) 429,796 11.20 4.81M 429,796 D
2025-05-07 RACHESKY MARK H MD Director / 10% Owner J-Other A Common Shares 1,678,258 0.00 1,678,258 I
2025-05-07 Fine Emily Director J-Other A Common Shares 6,847 0.00 6,847 D
2025-05-06 Wyrick Jason 0 0.00 0
2025-05-06 Warner Bros. Discovery, Inc. Other J-Other A Common Shares 5,300,000 0.00 5,300,000 I
2025-05-06 Sapan Joshua W 0 0.00 0
2025-05-06 SLOAN HARRY 0 0.00 0
2025-05-06 SIMMONS HARDWICK 0 0.00 0
2025-05-06 RACHESKY MARK H MD 0 0.00 0
2025-05-06 Mann Bruce 0 0.00 0
2025-05-06 MACDONALD SCOTT D Officer J-Other A Common Shares, no par value 13,758 0.00 13,758 D
2025-05-06 Liberty Global Ltd. 10% Owner Common Shares 0 0.00 469,065 I
2025-05-06 Lee Audrey 0 0.00 0
2025-05-06 Hoffman Alison 0 0.00 0
2025-05-06 Hirsch Jeffrey 0 0.00 0
2025-05-06 Graboff Marc 0 0.00 0
2025-05-06 Gersh Lisa 0 0.00 0
2025-05-06 Fine Emily 0 0.00 0
2025-05-06 Clyburn Mignon L 0 0.00 0
2025-05-06 BURNS MICHAEL RAYMOND 0 0.00 0
2020-12-23 WHEATON ROBERT E Director / Officer / 10% Owner S-Sale D Common Stock 37,300 0.02 787.03 1,462,576
2017-12-29 WHEATON ROBERT E Director / 10% Owner P-Purchase A Common Stock 44,400 0.85 37.7K 1,499,876
2017-12-28 Schadt Thomas G Director P-Purchase A Common Stock 11,500 0.85 9.8K 32,860
2017-12-28 Brown Todd S Director P-Purchase A Common Stock 20,000 0.85 17.0K 30,900
2017-05-03 Brown Todd S Director P-Purchase A Common Stock 8,000 1.24 9.9K 10,900
2017-04-18 Wheaton Mary-Whitney Director D Star Buffet, Inc. 0 0.00 6,500
2009-01-22 Wheaton Craig Bradford Director P-Purchase A Common Stock 360 1.84 662.40 36,700
2009-01-06 Wheaton Craig Bradford Director P-Purchase A Common Stock 100 1.84 184.00 36,340
2008-12-30 Wheaton Craig Bradford Director P-Purchase A Common Stock 240 1.84 441.60 36,240
2008-12-29 Wheaton Craig Bradford Director P-Purchase A Common Stock 700 1.94 1.4K 36,000
2008-12-29 Schadt Thomas G Director / Officer P-Purchase A Common Stock 1,000 2.00 2.0K 21,360
2008-12-23 Wheaton Craig Bradford Director P-Purchase A Common Stock 101 2.04 206.04 2,651
2008-12-22 Wheaton Craig Bradford Director P-Purchase A Common Stock 715 2.08 1.5K 2,550
2008-12-19 Wheaton Craig Bradford Director P-Purchase A Common Stock 1,185 2.23 2.6K 1,835
2008-12-18 Wheaton Craig Bradford Director P-Purchase A Common Stock 200 2.22 444.00 650
2008-12-17 Wheaton Craig Bradford Director P-Purchase A Common Stock 450 2.11 949.50 450
2008-10-17 SMITH B THOMAS M JR Director P-Purchase A Common Stock 1,000 3.67 3.7K 1,000
2008-08-05 Schadt Thomas G Director P-Purchase A Common Stock 340 4.25 1.4K 20,360
2008-08-04 Schadt Thomas G Director P-Purchase A Common Stock 1,100 4.35 4.8K 20,020
2008-07-29 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.25 3.8K 1,455,476
2008-07-22 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,500 4.35 6.5K 1,454,576
2008-07-18 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.50 4.1K 1,453,076
2008-07-17 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,800 4.50 8.1K 1,452,176
2008-07-16 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.50 4.0K 1,450,376
2008-07-09 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 2,400 4.50 10.8K 1,449,476
2008-07-08 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 4,475.00 1.34M 1,447,076
2008-07-07 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.45 4.0K 1,446,776
2008-07-03 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 4.50 2.7K 1,445,876
2008-07-02 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.50 4.1K 1,445,276
2008-06-26 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 2,400 4.73 11.4K 1,444,376
2008-06-25 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 4.75 2.9K 1,441,976
2008-06-23 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.75 4.3K 1,441,376
2008-06-20 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 4.61 4.1K 1,440,476
2008-06-19 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 4.59 1.4K 1,439,576
2008-06-12 WHEATON ROBERT E Director / Officer / 10% Owner M-Exempt A Common Stock 300 4.74 1.4K 1,439,276
2008-06-11 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 5,600 4.74 26.6K 1,438,976
2008-06-10 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 4.75 1.4K 1,433,376
2008-05-19 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 8,400 4.70 39.4K 1,433,076
2008-05-16 Schadt Thomas G Director P-Purchase A Common Stock 1,000 4.50 4.5K 18,920
2008-02-07 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 5.50 3.3K 1,424,676
2008-01-23 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 5.50 3.3K 1,424,076
2008-01-11 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,500 5.50 8.3K 1,423,476
2008-01-08 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 2,400 5.43 13.0K 1,421,976
2008-01-04 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 700 5.56 3.9K 1,419,576
2008-01-02 Wheaton Craig Bradford Director P-Purchase A Common Stock 2,000 5.41 10.8K 35,300
2007-12-31 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,300 5.69 7.4K 1,418,876
2007-12-28 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 2,400 5.69 13.7K 1,417,576
2007-12-27 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 5.61 1.7K 1,415,176
2007-12-24 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 5.97 1.8K 1,414,876
2007-12-21 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 2,100 5.94 12.5K 1,414,576
2007-12-20 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 2,100 5.98 12.6K 1,412,476
2007-12-19 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,500 5.86 8.8K 1,410,376
2007-10-17 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,200 7.00 8.4K 1,408,876
2007-10-16 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.00 2.1K 1,407,676
2007-10-02 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.20 2.2K 1,407,376
2007-09-25 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,800 7.33 13.2K 1,407,076
2007-09-21 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.70 2.3K 1,405,276
2007-08-14 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,483 7.96 11.8K 1,404,976
2007-08-10 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 7.99 4.8K 1,403,493
2007-08-06 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 8.00 2.4K 1,402,893
2007-08-03 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 7.99 7.2K 1,402,593
2007-03-15 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,299 7.92 10.3K 1,400,420
2007-01-25 SMITH B THOMAS M JR Director P-Purchase A Common Stock 100 8.40 840.00 151,170
2007-01-24 SMITH B THOMAS M JR Director P-Purchase A Common Stock 746 8.31 6.2K 151,070
2007-01-23 SMITH B THOMAS M JR Director P-Purchase A Common Stock 657 8.37 5.5K 150,225
2007-01-22 SMITH B THOMAS M JR Director P-Purchase A Common Stock 443 8.37 3.7K 149,568
2007-01-18 SMITH B THOMAS M JR Director P-Purchase A Common Stock 800 8.34 6.7K 149,125
2006-12-20 SONKIN PAUL D 10% Owner S-Sale A Common stock $.001 par value 150 9.79 1.5K 203,814
2006-12-19 SONKIN PAUL D 10% Owner S-Sale D Common stock $.001 par value 1,812 9.82 17.8K 203,964
2006-12-18 SONKIN PAUL D 10% Owner S-Sale D Common stock $.001 par value 700 9.78 6.8K 205,776
2006-12-15 SONKIN PAUL D 10% Owner S-Sale D Common stock $.001 par value 359 9.69 3.5K 206,476
2006-10-12 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 3,700 7.90 29.2K 1,399,121
2006-10-11 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,395,421
2006-10-10 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 7.90 4.7K 1,395,121
2006-10-04 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,394,521
2006-09-26 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 900 7.90 7.1K 1,394,221
2006-09-12 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,393,321
2006-09-11 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,393,021
2006-09-05 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 7.90 4.7K 1,392,721
2006-08-29 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,392,121
2006-08-28 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,391,821
2006-08-23 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 350 7.90 2.8K 1,391,521
2006-08-17 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 7.90 2.4K 1,391,171
2006-07-17 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 500 7.65 3.8K 1,390,871
2006-07-17 Johnson Phillip Elton Director P-Purchase D Common Stock 11,372 7.62 86.7K 200
2006-07-14 Johnson Phillip Elton Director P-Purchase D Common Stock 1,700 8.00 13.6K 11,572
2006-07-13 Johnson Phillip Elton Director P-Purchase D Common Stock 1,009 8.00 8.1K 13,272
2006-07-12 Johnson Phillip Elton Director P-Purchase D Common Stock 1,569 8.01 12.6K 14,281
2006-07-11 Johnson Phillip Elton Director P-Purchase D Common Stock 1,450 8.02 11.6K 15,850
2006-07-10 Johnson Phillip Elton Director P-Purchase D Common Stock 400 8.15 3.3K 17,300
2006-07-07 Johnson Phillip Elton Director P-Purchase D Common Stock 5,000 8.15 40.8K 17,700
2006-06-27 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 7,371 7.70 56.8K 1,386,171
2006-06-21 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 500 7.70 3.9K 1,378,800
2006-06-20 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,000 7.50 7.5K 1,378,300
2006-06-16 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,000 7.49 7.5K 1,377,300
2006-06-09 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 1,000 7.70 7.7K 1,376,300
2006-06-08 SMITH B THOMAS M JR Director P-Purchase A Common Stock 425 7.76 3.3K 148,325
2006-06-05 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 73 8.00 584.00 1,401,693
2006-05-29 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 600 8.00 4.8K 1,401,620
2006-05-23 WHEATON ROBERT E Director / Officer / 10% Owner P-Purchase A Common Stock 300 8.00 2.4K 1,400,720
2006-05-22 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 1,500 7.70 11.6K 191,137
2006-05-18 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 2,200 7.50 16.5K 188,937
2006-05-17 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 4,400 7.71 33.9K 184,537
2006-05-11 Wheaton Craig Bradford Director M-Exempt A Common Stock 12,500 5.00 62.5K 33,300
2006-05-11 WHEATON ROBERT E Director / Officer / 10% Owner M-Exempt A Common Stock 6,000 6.70 40.2K 1,375,300
2006-05-11 Johnson Phillip Elton Director M-Exempt A Common Stock 22,500 5.00 112.5K 22,700
2006-04-27 SMITH B THOMAS M JR Director M-Exempt A Common Stock 10,000 6.70 67.0K 147,900
2006-02-27 Schadt Thomas G Director M-Exempt D Option to acquire common stock 10,000 5.00 50.0K 4,900
2006-02-21 WHEATON ROBERT E Director / Officer / 10% Owner M-Exempt A Common Stock 90,000 5.00 450.0K 1,369,300
2005-12-30 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 2,900 6.56 19.0K 206,735
2005-10-05 Wheaton Craig Bradford Director S-Sale D Common Stock 1,000 7.50 7.5K 19,800
2005-10-05 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 1,600 7.49 12.0K 176,540
2005-10-04 Wheaton Craig Bradford Director S-Sale D Common Stock 200 7.70 1.5K 20,800
2005-09-30 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 1,100 7.69 8.5K 174,940
2005-08-26 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 50 7.63 381.50 203,835
2005-07-27 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 1,800 7.75 14.0K 174,690
2005-05-11 SONKIN PAUL D 10% Owner P-Purchase A Common stock $.001 par value 1,250 7.29 9.1K 382,675
2005-05-09 Schadt Thomas G Director M-Exempt D Option to acquire common stock 7,600 5.00 38.0K 14,900

Executive team

Top executives
Shares Outstanding
16.79M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James W. Barge Chief Financial Officer, Old Lionsgate 1.50M 1.20M 6.73M 396.2K 9.82M 68.48%
2 2024 James W. Barge Chief Financial Officer, Old Lionsgate 1.50M 11.00M 5.43M 286.0K 18.21M 29.80%
3 2023 James W. Barge Chief Financial Officer, Old Lionsgate 1.50M 10.00M 9.75M 278.4K 21.53M 45.29%
4 2019 Robert E. Wheaton Chairman of Board, 250.0K 25.0K 35.5K 310.5K 0.00%
5 2018 Robert E. Wheaton Chairman of Board, 250.0K 25.0K 35.5K 310.5K 0.00%
6 2017 Robert E. Wheaton Chairman of Board, 254.8K 25.0K 35.5K 315.3K 0.00%
7 2016 Robert E. Wheaton Chairman of Board, 250.0K 25.0K 35.5K 310.5K 0.00%
8 2010 Robert E. Wheaton Chairman of the Board, Chief Executive Officer 250.0K 25.0K 35.5K 310.5K 0.00%
9 2009 Robert E. Wheaton Chairman of the Board, Chief Executive Officer 250.0K 25.0K 35.5K 310.5K 0.00%
10 2008 Robert E. Wheaton Chairman of the Board, Chief Executive Officer 250.0K 175.0K 29.6K 454.6K 0.00%
11 2007 Robert E. Wheaton Chairman of the Board, Chief Executive Officer Chief Financial Officer and President 400.0K 175.0K 19.6K 29.6K 474.1K 0.00%
12 2006 Robert E. Wheaton Chairman of the Board, President and Chief 250.0K 25.0K 31.4K 306.4K 0.00%
13 2005 Robert E. Wheaton Chairman of the Board, President and Chief 254.8K 25.0K 28.1K 307.9K 0.00%
14 2005 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 254.8K 25.0K 28.1K 307.9K 0.00%
15 2004 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 250.0K 25.0K 23.1K 298.1K 0.00%
16 2004 Robert E. Wheaton Chairman of the Board, President and Chief 250.0K 25.0K 23.1K 298.1K 0.00%
17 2004 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 250.0K 25.0K 23.1K 298.1K 0.00%
18 2003 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 250.0K 25.0K 23.1K 298.1K 0.00%
19 2003 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 250.0K 25.0K 23.1K 298.1K 0.00%
20 2002 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 250.0K 25.0K 23.1K 298.1K 0.00%
21 2001 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 250.0K 25.0K 22.6K 297.6K 0.00%
22 2000 Robert E. Wheaton Chairman of the Board, President and Chief Executive Officer 254.8K 90.0K 12.0K 266.8K 33.73%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-17 SC 13G
2026-04-15 8-K
2026-04-07 SC 13G
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-03-12 SC 13D
2026-03-12 3

Executive team

NameTitleCompensationGender
Jeffrey A. Hirsch President, Chief Executive Officer & Director 5M male
Alison Hoffman President of Domestic Networks 2M female
Scott D. MacDonald Chief Financial Officer 2M male
Audrey Lee Executive Vice President & General Counsel 1M female
Jason Wyrick Executive Vice President of Technology 872.7K male
Jennifer Minezaki-Washington Executive Vice President of Corporate & Brand Communications female
Karen Bailey Senior Vice President of Original Programming female
Jamila Daniel Chief Diversity Officer & Executive Vice President of Human Resources female
Michelle Ohryn Executive Director of Business Affairs Programming female
Nilay Shah Head of Investor Relations male
Russell Schwartz Senior Vice President of Business & Legal Affairs male
Kathryn Busby President of Original Programming female
ESG Rating
B
ENTERTAINMENT
2026
E (Environmental)
81.3 / 61.7
Company / Sector avg.
S (Social)
49.3 / 64.7
Company / Sector avg.
G (Governance)
54.6 / 67.2
Company / Sector avg.
ESG Total
61.7 / 64.6
Company / Sector avg.
ESG Score History ENTERTAINMENT
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